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Accounting Research
Manager(TM)
Weekly Summary of
Developments
June 30 - July 3, 2008
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Accounting Research
Manager subscriber,
The Accounting Research Manager
database now contains this week's weekly summary of developments. Click the
link below to access and print the fully-formatted Weekly Summary:
For detail, please contact info@zy-cpa.com
If you do not have immediate Internet access
to the Accounting Research Manager database, below is the text of this week's
Weekly Summary.
Accounting and SEC
Headlines
Disclosure Checklists -- Checklists Updated through June 30,
2008
Credit Ratings -- SEC Publishes Proposal to Remove
References to Credit Rating Agencies in SEC Rules and Forms
Financial Reporting -- SEC Staff Updates Interpretations on
Exchange Act Form 8-K
Insider Reporting -- SEC Staff Updates Interpretations on
Insider Reporting under Exchange Act Section 16
EITF Matters -- June 12, 2008 Meeting Minutes Issued
Real Estate -- IASB Issues Interpretation on
Agreements for the Construction of Real Estate
Investment Hedges -- IASB Issues Interpretation on Hedges
of a Net Investment in a Foreign Operation
Government Headlines
Derivative Instruments -- GASB Issues Guidance on Accounting and
Financial Reporting for Derivative Instruments
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ACCOUNTING AND SEC HEADLINES:
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Disclosure Checklists --
Checklists Updated through June 30, 2008
As discussed in our
Literature Update, the General U.S. GAAP Financial Statement Disclosures
Checklist has been updated through June 30, 2008. The disclosure
requirements of the following have been incorporated into this checklist:
For detail, please contact info@zy-cpa.com
-FASB Statement No. 162, The
Hierarchy of Generally Accepted Accounting Principles;
-FASB Staff Position (FSP)
FAS 142-3, Determination of the Useful Life of Intangible Assets; and
-FASB Staff Position (FSP)
APB 14-1, Accounting for Convertible Debt Instruments That May Be Settled in
Cash upon Conversion (Including Partial Cash Settlement).
In addition, we have updated
the following checklists: (a) the General U.S. GAAP Interim Financial
Statement Disclosures Checklist, to reflect the interim disclosures
required by the above documents; and (b) the Industry-Specific
Disclosures Checklist: Not-for-Profit Organizations, to reflect the
disclosure requirements included in FSP SOP 94-3-1 and AAG HCO-1, Omnibus
Changes to Consolidation and Equity Method Guidance for Not-for-Profit
Organizations.
We have also updated the
following SEC disclosure-related checklists through June 30, 2008:
For detail, please contact info@zy-cpa.com
-Financial Statement
Disclosures - This checklist outlines the required SEC disclosures for
financial statements included in 1934 and 1933 Act domestic filings that are
incremental to U.S. GAAP. The checklist is organized by topic.
-Management's Discussion
and Analysis - This checklist outlines the required SEC disclosures for
MD&A included in 1934 and 1933 domestic filings, including Forms 10-K and
S-1.
-Incremental
Certifications, Disclosures, and Reporting Mandated by Sarbanes-Oxley -
This checklist outlines the certification, disclosure and reporting
requirements resulting from the SEC rules mandated by the Sarbanes-Oxley Act of
2002. The checklist provides a by-topic "tickler" and effective
dates. It also provides a column for users to note implementation date.
-SEC Form 10-Q checklist
- This checklist is for financial and nonfinancial
information included in Form 10-Q and is organized by form item number.
Among the revisions we made
to these checklists was to reflect the changed effective date for smaller
public companies (i.e., nonaccelerated filers with
less than $75 million in revenues) to comply with the Section 404(b) auditor
attestation requirement of the Sarbanes-Oxley Act of 2002. With the extension,
such nonaccelerated filers will now be required to
provide the attestation reports in their annual reports for fiscal years ending
on or after December 15, 2009.
See our Literature Updates
for complete details.
Credit Ratings -- SEC
Publishes Proposal to Remove References to Credit Rating Agencies in SEC Rules
and Forms
For detail, please contact info@zy-cpa.com
The SEC published for public
comment a proposed rule, Security Ratings. This proposal is one of three
(the other two proposals relate to investment companies and broker/dealers)
issued by the SEC that would amend the use of security ratings by credit rating
agencies in SEC rules and forms. The SEC considered whether, in effect, such
use placed an “official seal of approval” on ratings that could adversely
affect the quality of due diligence and investment analysis. The SEC has
concluded that, in many cases, references to credit rating agencies can be
removed or revised from its rules and forms. The SEC believes that such removal
or revision will ensure that the role assigned to ratings in such rules and
forms is consistent with the objectives of having investors make an independent
judgment of credit risks.
Comments on the proposal are
due September 5, 2008.
Financial Reporting -- SEC
Staff Updates Interpretations on Exchange Act Form 8-K
For detail, please contact info@zy-cpa.com
The SEC staff has published
an update to, Exchange Act Form 8-K Compliance and Disclosure
Interpretations. The updated interpretations provide additional guidance on
required information to be provided under Item 5.02(b) of Form 8-K when a
director resigns, retires, or refuses to stand for re-election. Among other
things, the updated interpretations provide additional views on possible
disclosures when a director does not retire in accordance with a corporate
governance policy of the company (e.g., mandatory retirement age).
Insider Reporting -- SEC
Staff Updates Interpretations on Insider Reporting under Exchange Act Section
16
For detail, please contact info@zy-cpa.com
The SEC staff has published
an update to, Exchange Act Section 16 and Related Rules and Forms Compliance
and Disclosure Interpretations. The updated interpretations provide
additional guidance on officer, director, and beneficial owner reporting
requirements under Section 16 of the Securities Exchange Act of 1934. While the
majority of the updates were cosmetic, the SEC staff did remove guidance on
Form 4 and Form 5 requirements for a transaction executed in increments on the
same day.
EITF Matters -- June 12,
2008 Meeting Minutes Issued
For detail, please contact info@zy-cpa.com
The final minutes of the June 12, 2008 EITF
meeting have been issued. The minutes document the
meeting results as previously described in our Hot Topic dated June 25, 2008.
As a result of the FASB's ratification of its earlier
decisions, the EITF has issued for public comment a draft abstract, EITF Issue
No. 08-5, "Issuer's Accounting for Liabilities Measured at Fair Value with
a Third-Party Credit Enhancement." This Issue discusses the application of
fair value to debt instruments issued with an inseparable contractual
third-party enhancement (e.g., a guarantee):
For detail, please contact info@zy-cpa.com
The EITF draft abstract of
Issue 08-5 reflects the following:
-The scope of Issue 08-5
should apply to an issuer's accounting for all third-party credit enhancements
that are issued with and are inseparable from a debt instrument that is
measured at fair value;
-An issuer should not include
the effect of the third-party credit enhancement in the fair value measurement
of the liability;
-The unit of accounting for
the debt does not include the guarantee (or other third-party credit
enhancement);
-A guarantee does not
represent an asset of the issuer; and
-An entity that has
outstanding debt within the scope of Issue 08-5 should disclose the existence
of the credit enhancement.
Comments on the draft
abstract are due August 4, 2008.
Real Estate -- IASB Issues
Interpretation on Agreements for the Construction of Real Estate
For detail, please contact info@zy-cpa.com
The IASB has issued IFRIC 15,
Agreements for the Construction of Real Estate. IFRIC 15 standardizes
accounting for the recognition of revenue among real estate developers for
sales of units, such as apartments or houses, before construction is complete.
This interpretation provides guidance on how to determine whether an agreement
for the construction of real estate is within the scope of IAS 11, Construction
Contracts or IAS 18, Revenue, and when revenue from the construction
should be recognized. IFRIC 15 is expected to result in some entities changing
from recognizing revenue using the percentage-of-completion method, to
recognizing revenue at a single time (i.e., at completion upon or after
delivery).
IFRIC 15 is effective for annual
periods beginning on or after January 1, 2009 and requires retrospective
application. Earlier application is permitted.
Investment Hedges -- IASB
Issues Interpretation on Hedges of a Net Investment in a Foreign Operation
For detail, please contact info@zy-cpa.com
The IASB has issued IFRIC 16,
Hedges of a Net Investment in a Foreign Operation. This interpretation
provides guidance on accounting for the hedge of a net investment in a foreign
operation in an entity's financial statements. Specifically, IFRIC 16 provides:
-The presentation currency
does not create an exposure to which an entity may apply hedge accounting.
Consequently, a parent entity may designate as a hedged risk only the foreign
exchange differences arising from a difference between its own functional
currency and that of its foreign operation.
-The hedging instrument(s)
may be held by any entity or entities within the group.
-While IAS 39, Financial
Instruments: Recognition and Measurement, must be applied to determine the
amount that needs to be reclassified to profit or loss from the foreign
currency translation reserve in respect of the hedging instrument, IAS 21, The
Effects of Changes in Foreign Exchange Rates, must be applied in respect of
the hedged item.
IFRIC 16 is effective for
annual periods beginning on or after October 1, 2008 and does not require
retrospective application. Earlier application is permitted.
Some of the documents
listed above may not be accessible under your current subscription. For
information about upgrading your subscription to include additional content,
click here:
For detail, please contact info@zy-cpa.com
======================
GOVERNMENT HEADLINES:
======================
Derivative Instruments --
GASB Issues Guidance on Accounting and Financial Reporting for Derivative
Instruments
For detail, please contact info@zy-cpa.com
The GASB issued GASB
Statement No. 53, Accounting and Financial Reporting for Derivative
Instruments. This Statement is intended to improve how state and local
governments report information about derivative instruments in their financial
statements. Specifically, GASB 53 requires governments to measure most
derivative instruments at fair value in their financial statements that are
prepared using the economic resources measurement focus and the accrual basis
of accounting.
GASB 53 also addresses hedge
accounting requirements, providing specific criteria that governments will use
to determine whether a derivative instrument results in an effective hedge.
Under this Statement:
-Changes in fair value for
effective hedges will be recognized in the reporting period to which they
relate.
-Changes in fair value of
effective hedges do not affect current investment revenue, but are instead
reported as deferrals in the statement of net assets or the balance sheet.
-Derivative instruments that
either do not meet the criteria for an effective hedge or are associated with
investments that are already reported at fair value are classified as
investment derivative instruments for financial reporting purposes. Changes in
fair value of these derivative instruments are reported as part of investment
revenue in the current reporting period.
-Additional disclosures are
required, including the requirement to provide a summary of the government's
derivative instrument activity, its objectives for entering into derivative
instruments, and their significant terms and risks.
GASB 53 is effective for
financial statements for reporting periods beginning after June 15, 2009.
Earlier application is encouraged.
Some of the documents
listed above may not be accessible under your current subscription. For
information about upgrading your subscription to include additional content,
click here:
For detail, please contact info@zy-cpa.com