The Sontag Group

The Sontag Group, LLC is a leader in the field of 1031 exchanges, having served as a qualified intermediary for over three decades. During this time, we have successfully completed over 5,000 exchanges, ranging from a few hundred thousand dollars to over $300 million. Our client base includes referrals from attorneys, CPAs, and investors, who trust us to handle their most valuable assets. Our CEO and President, Samuel S. Sontag, is a CPA and attorney with an extensive, background in tax law. He holds two graduate tax degrees (MBA, LLM Taxation) and has over 30 years of experience in the field, including 11 years at Deloitte. He is a sought-after expert in the field and other exchange companies have consulted with him on numerous occasions. Additionally, his background allows him to effectively interact with the attorneys and accountants of our clients, and he is available to answer questions and offer guidance throughout the exchange process. We understand that a 1031 exchange is ...