Co-Founder and Chairman, Co-Equity Portfolio Manager
Bill Tanner is the Chairman and Co-Equity Portfolio Manager of AMI Asset Management and Co-Founded the firm in 1994. He has been the portfolio manager since the inception of the firm and is still currently a member of the firm’s Investment Committee. Mr. Tanner began his career in auditing small- and medium-sized companies for a public accounting firm before co-founding the CPA/Business Management firm Tanner, Mainstain, Glynn & Johnson in 1975. He earned a degree in Business Administration and Accounting from the University of California, Los Angeles and a Master’s Degree in Taxation. His professional and business activities consist of being a member of the American Institute of Certified Public Accountants (AICPA) and The California Society of Certified Public Accountants. Mr. Tanner is a shareholder of the firm.
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If you're in your 50s or 60s and own an interest in a business or professional corporation, knowing the answers to these four questions can lower your 2019 federal tax bill sharply, while jumpstarting a tax-advantaged retirement income plan.