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.
Simplifying The Path Towards A Secure Future.
As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.
(Tuesday, June 2, 2020, 9:07 p.m. EST) Business owners are in a tight spot: Federal tax rules have eased restrictions to allow those harmed by the epidemic to borrow from their IRA or federally qualified retirement plan; but without careful planning,