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Board of Directors

Essam Morcos, Los Angeles County

Melissa Stewart, Los Angeles County

VACANT, VACANT County

A Message From The Board

In the last 50 years, the Society of Auditor-Appraisers has been successful in providing its members the needed training required for the continuing education mandated by the Revenue & Taxation Code. Over the years it has been a great honor to serve in the National Chapter of the Society either as president and/or chair and coordinator of conferences and seminars conducted by the Golden Gate and the National chapters. Many thanks to our Honorable Assessors who have supported our organization since its inception and birth in 1967, and to all the invited speakers, including public officials in various government agencies and officers from the private sector, for volunteering their time and expertise to speak and do presentations in our conferences.

Our gratitude extends to all our members from the different Assessor offices in California for their participation in and support of the Society, especially those who at one time or another stepped up to be speakers and gave their precious time to share their knowledge and experiences for the edification and building up of their colleagues. I also want to express my thanks and appreciation to the State Board of Equalization, for providing instructions and guidance in what and how we do our mandated work in the form of LTA’s, Assessor Handbooks, SBE-led training courses, etc. and for approving our hours in the conferences to count toward our continuing education credits.

Indeed it is with pride and confidence that I declare the SAA is here to stay for another 50 years or so. We need to continue the mission and objectives of the Society. The viability of our organization largely depends on the active participation of the members. Let each one of the members encourage and excite others to support and join us. We must work together and continue to augment our education and training on property taxation through the SAA. We continue our dedication to continue presenting timely and relevant topics through the conferences. We are proactive in making adjustment to provide this information in a safe environment. Due to the current pandemic the SAA National conference will be virtual. It is our goal to provide the same expertise. The committee met the challenge and has provided an excellent agenda.

We continue to encourage our members to step up and become more involved. Volunteer to become officers and lead the SAA, today and in the future. Let us support the Golden Gate Chapter, the Southern California Chapter, as well as the National Board.

Be proud to be a member of SAA!

Statement of Purpose

The specific and primary purposes are to promote high professional standards and ethics; to promote recognition of the professional status of members of this Society; to provide a certification program to give recognition and status to the levels of experience and proficiency attained by the members and to award a professional designation to qualified members of the Society; to conduct an educational program in the principles, procedures and techniques of the audit-appraisal; to establish a depository for information useful in the practice of audit-appraisal; to develop new methods and techniques to keep pace with economic and technological changes; to conduct surveys and engage in research in order that solutions may be found to the old and new problems that continually arise in the field of audit appraisal; to provide a forum for the discussion of all matters pertinent to audit-appraisal; to make possible a free interchange of experience, ideas, suggestions and opinions for mutual benefit; to encourage personal growth and achievement among the membership; to recommend and encourage members to participate in educational courses, conferences, and seminars, and to sponsor and/or conduct such activities whenever possible; to give Auditor-Appraisers a voice that can be heard by government, the business community and the public; to recommend and support legislative changes as required; to make available to members tested and approved methods and procedures in the appraisal of commercial personal property and trade fixtures and industrial real and personal property; to cooperate with other public and private agencies that have mutual interests and objectives; to formulate a Code of Ethics and Standards of Professional Conduct and to enforce them upon and for the members.

National Officers

President

Kenn Dobson, Orange County

First Vice President

Joseph White, Santa Clara County

Second Vice President

Sally Taylor, San Diego County

Executive Secretary

Laura Liu (Acting)

Treasurer

Laura Liu, Orange County

Objectives

Promote high professional standards and ethics.

Promote recognition of the professional status of members of this Society.

Cooperate with other public and private agencies that have mutual interests and objectives.

Conduct surveys and engage in research in order that solutions may be found to the old and new problems that continually arise in the field of audit-appraisal.

Provide a forum for the discussion of all matters pertinent to audit-appraisal.

Make possible a free exchange of experience, ideas, suggestions and opinions for mutual benefit.

Establish a repository for information useful in the practice of audit-appraisal.

Make available to members tested and approved methods and procedures in the appraisal of commercial personal property and trade fixtures and in the appraisal of industrial real and personal property.

Encourage personal growth and achievement among the membership.

Code of Ethics

The public and the business community place their trust in the professional auditor-appraiser to be assured of equitable treatment in the valuation of property for tax purposes. It is our obligation to be worthy of this trust and to attain the optimum of confidence in our profession.

In recognition of this obligation, members of the Society of Auditor-Appraisers shall:

Be cognizant of the authority vested in them and to hold confidential the information obtained and the conclusions reached in the performance of their duties.

Develop proper valuations objectively and without bias.

Perform their professional duties in a manner which will reflect credit upon themselves, their employer, other Auditor-Appraisers and to THE SOCIETY.

Protect the professional reputation of other Auditor-Appraisers who subscribe to and abide by this code of ethics.

Cooperate with THE SOCIETY in all matters and assist fellow members by sharing their professional knowledge and experiences.

Continually strive to elevate the dignity and the honor of the profession by displaying individual technical competence, morality, integrity and high standards of personal conduct.