_edited.png)
About Tax Wise 1031
1031 Exchanges are the air we breathe and the waters through which we swim.
For most, a 1031 exchange is a once-in-a-lifetime maneuver, if attempted at all. For us, it’s daily discipline. While others dabble, we obsess. We don’t just facilitate exchanges; we weaponize them, converting deferred taxes into capital for commercial real estate, private transactions, or investments that compound wealth aggressively. Typical intermediaries focus on compliance; we engineer growth. With decades of specialized expertise and a razor-sharp focus on the 1031 code, we’ve turned hundreds of millions in deferred gains into financial momentum for clients who refuse to settle for “good enough.” This isn’t paperwork. It’s precision.
EXPAND PORTFOLIO EXPERTISE
Expand Your Portfolio with us
Tax Wise 1031 is a trusted firm specializing in 1031 exchanges and strategic tax solutions, partnering with individuals, business owners, and investors to navigate complex tax challenges and unlock growth opportunities. Our strategic relationship with licensed financial advisors all around the country provides our clients with the opportunity to optimize their entire financial and real estate portfolios. Our Mission is to keep our clients more of their hard earned money while building lasting wealth. At Tax Wise 1031, we’re committed to simplifying the process, offering clarity, and creating 360 degree holistic pathway for financial growth that matters
(All Securities through Money Concepts Capital Corp. (Member FINRA/SIPC),
Meet Our Founder & CEO
Andrew Lee
COZA , CFS, CRPS
Andrew Lee, Founded Tax wise 1031 in 2023. He is a nationally recognized expert in tax strategy and 1031 exchanges. With over 30 years of experience, he’s helped clients exchange hundreds of millions of dollars, turning tax savings into real wealth building opportunities. Andrew’s approach is straightforward: deep expertise , clear guidance, and a focus on delivering results that make a difference. At Tax Wise 1031, it’s about cutting through the complexity and helping you keep more of what you earn; so you can focus on what matters most.
Our Mission
Dominate Taxes. Engineer Wealth.
Tax Wise 1031 exists to rewrite the rules of wealth-building. We use 1031 exchanges not as a loophole, but as a launchpad; strategically reinvesting deferred gains into high-impact assets (commercial real estate, private transactions) that compound over time. As licensed advisors with exclusive access to the advanced planning team network of Money Concepts Capital Corp. (Member FINRA/SIPC), we cut through complexity to deliver plans that grow wealth, fund retirement, and protect legacies. No theory. Just execution.
Our Values
Integrity, Clarity, Results
That’s where we start. No jargon, no empty promises. We give it to you straight, tailoring strategies to your goals, not generic templates. Your success isn’t a checkbox; it’s a commitment. We’re here for the long haul, adapting as your needs evolve, because real growth isn’t built overnight. At Tax Wise 1031, we don’t just advise, we partner, strategize, and deliver. Let’s turn tax savings into lasting momentum.
Our Approach
Build Momentum, Not Paperwork
We don’t just execute 1031 exchanges. We weaponize them. Starting with compliance, we engineer strategies that reinvest deferred gains into commercial real estate, private real estate transactions, or other growth-focused assets. Our licensed advisors combine deep tax expertise with disciplined financial planning to turn deferrals into compounding opportunities. No hypotheticals. No shortcuts. Just actionable steps designed to grow wealth, fund retirement, and secure legacies.
Our Team
Specialists Working As A Well Oiled Machine
Your 1031 exchange is a team effort. From day one, you’re backed by CPAs, tax attorneys, commercial realtors, our financial network, Qualified Intermediaries (QIs), and 1031 experts, each bringing specialized expertise. CPAs ensure compliance. Attorneys handle legal complexities. Realtors find high-potential properties. Advisors craft reinvestment strategies. QIs safeguard the process, and 1031 specialists tie it all together. Together, they optimize your exchange, turning it into a cornerstone of your financial future
Candace Kearney
Director East Coast
Emily is a Certified Public Accountant (CPA) with over 12 years of expertise in tax planning and estate strategies. She works closely with clients to minimize tax liabilities and optimize their wealth transfer plans. Emily’s attention to detail and deep understanding of complex tax regulations ensure that clients’ financial plans are both efficient and compliant, leaving them prepared for the future.
Brent Robinson
Director Southwest
Michael brings a decade of experience in portfolio management and investment strategy. Armed with an MBA in Finance, he specializes in creating tailored investment plans that align with clients’ risk tolerance and long-term objectives. Michael’s in-depth market knowledge and focus on diversification help ensure that clients’ portfolios are built for both growth and resilience.
Anthoney Rovai
Director Northern CA
With over 15 years of experience in financial planning, Sarah specializes in helping clients create customized strategies for wealth building and retirement. As a Certified Financial Planner (CFP®), she takes a holistic approach to financial well-being, focusing on tax-efficient strategies and long-term growth. Sarah’s passion for helping clients navigate life’s big financial decisions makes her a trusted partner in achieving their goals.
Steve Dudzinski
Director of Business Development
With over 15 years of experience in financial planning, Sarah specializes in helping clients create customized strategies for wealth building and retirement. As a Certified Financial Planner (CFP®), she takes a holistic approach to financial well-being, focusing on tax-efficient strategies and long-term growth. Sarah’s passion for helping clients navigate life’s big financial decisions makes her a trusted partner in achieving their goals.
Toby Atencio
Northwest RE Broker
With over 15 years of experience in financial planning, Sarah specializes in helping clients create customized strategies for wealth building and retirement. As a Certified Financial Planner (CFP®), she takes a holistic approach to financial well-being, focusing on tax-efficient strategies and long-term growth. Sarah’s passion for helping clients navigate life’s big financial decisions makes her a trusted partner in achieving their goals.
Hannah Scott
Real Estate Coordinator
With over 15 years of experience in financial planning, Sarah specializes in helping clients create customized strategies for wealth building and retirement. As a Certified Financial Planner (CFP®), she takes a holistic approach to financial well-being, focusing on tax-efficient strategies and long-term growth. Sarah’s passion for helping clients navigate life’s big financial decisions makes her a trusted partner in achieving their goals.
steve shloss
Director Southwest Real Estate
With over 15 years of experience in financial planning, Sarah specializes in helping clients create customized strategies for wealth building and retirement. As a Certified Financial Planner (CFP®), she takes a holistic approach to financial well-being, focusing on tax-efficient strategies and long-term growth. Sarah’s passion for helping clients navigate life’s big financial decisions makes her a trusted partner in achieving their goals.