About Us

For over 25 we have acted as Qualified Intermediary on thousands of 1031 exchanges. Our founder, Sam Sontag, is a CPA and attorney with over 40 years of tax experience. His background makes him uniquely qualified to interact with the client’s tax and legal advisors as a peer. Since a section 1031 exchanges is a “tax” transaction these skills directly benefit The Sontag Group clients.  Our company personalizes each 1031 transaction to best meet the unique needs of each client. From the sale of Manhattan high-rises to investment condos, each client receives individualized counseling and guidance. Our dedicated staff work to assure a smooth and valid 1031 exchange. We have successfully structured many complex exchanges. We will locate suitable replacement properties. Attorneys, CPAs and investors have come to recognize our company as a leader in the 1031 field.