Ken Bagner


Family Owned & Privately Held Business Specialist on a diverse group of industries

Work with families & privately held Companies as their trusted advisor on their business dynamics, tax planning, estate planning & family dynamics sharing insights & offering guidance to help mitigate risks and achieve goals.

High concentration in Taxation helping families/businesses with Tax advice & Structuring



Certified Public Accountant

Bachelor of Science in Accounting, Montclair State University - 1999

Masters in Taxation, Summa Cum Laude, Rutgers University - 2003

Member of the Beta Gamma Sigma, the highest honor society for collegiate schools of business

In the community

Past Member of the Board of Directors and Audit Chair of the Metropolitan YMCA of the Orange & past NJCPA Board Member

Contributing author of the 2019 and 2020 publications entitled, “Federal Tax Accounting,” a CCH/Wolters Kluwer product

Quoted by Wall Street Journal, Forbes as well as local and regional press including interviews with NJMoney Help, TAPinto, NJBIZ and ROI-NJ

Presenter at local programs and business groups on accounting, tax and consulting topics