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Accounting Research Manager®
Weekly Summary of Developments
October 24-28, 2011
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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:

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ACCOUNTING AND SEC HEADLINES:
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Investment Companies -- FASB Issues Proposal to Clarify Criteria for Investment Company Accounting
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The FASB has issued a proposed Accounting Standards Update (ASU), Financial Services - Investment Companies (Topic 946): Amendments to the Scope, Measurement, and Disclosure Requirements, intended to improve and converge financial reporting by setting forth consistent criteria for determining whether an entity is an investment company. This proposed ASU is a result of the efforts of the FASB and the IASB (the Boards) to develop consistent criteria for determining whether an entity is an investment company. Under U.S. GAAP, investment companies carry all of their investments at fair value, even if they hold a controlling interest in another company. The primary changes being proposed by the FASB relate to which entities would be considered investment companies as well as certain disclosure and presentation requirements. These changes are also being proposed under IFRS for the first time. The FASB believes the proposed ASU would improve the comparability between entities that meet the criteria to be investment companies under U.S. GAAP and those that meet the criteria to be investment entities under the proposed amendments to IFRS. The IASB issued its proposal, Investment Entities, on August 25, 2011.

In addition to the changes to the criteria for determining whether an entity is an investment company, the FASB also proposes that an investment company consolidate another investment company if it holds a controlling financial interest in the entity.

Comments on the proposed ASU and the IASB's proposal are due January 5, 2012.

Real Estate -- FASB Issues Proposal on Accounting for Investment Property Entities
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The FASB has issued a proposed ASU, Real Estate - Investment Property Entities (Topic 973), intended to develop accounting guidance for investment property entities. This proposed ASU would require an entity that meets certain criteria (e.g., substantially all of the entity’s business activities are investing in real estate property or properties) to measure its investment properties at fair value with any changes in fair value recognized in net income. The proposed ASU would also introduce additional presentation and disclosure requirements for an investment property entity. This proposed ASU is a result of the FASB’s efforts to align the scope of entities that would apply the proposed lessor accounting model under U.S. GAAP and IFRS and to address the diversity in practice about the accounting by real estate entities.

As part of the Boards joint project on accounting for leases, the IASB decided that a lessor of an investment property would not be required to apply the proposed lessor accounting requirements in the IASB’s August 2010 Exposure Draft, Leases, if the lessor measures its investment properties at fair value by electing the fair value model under IAS 40, Investment Property. Unlike IFRS, U.S. GAAP does not contain specific accounting requirements for investment properties. As a result, an entity that invests in real estate properties but is not an investment company is required to measure its real estate properties at cost under Codification Topic 360, Property, Plant, and Equipment, and account for the leases separately. In response to consistent investor input, the FASB decided to prescribe the circumstances when fair value would be required, rather than introduce an optional accounting practice into U.S. GAAP.

Comments on the proposed ASU are due January 5, 2012.

Comprehensive Income -- FASB Defers Certain Other Comprehensive Income Presentation Requirements
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As reported in its “Summary of Board Decisions” publication, the FASB met on October 21, 2011, and discussed the operational concerns of stakeholders about the presentation requirements for reclassification adjustments in ASU No. 2011-05, Comprehensive Income (Topic 220): Presentation of Comprehensive Income. This ASU was issued by the FASB on June 16, 2011. The FASB decided that the specific requirement to present items that are reclassified from other comprehensive income to net income alongside their respective components of net income and other comprehensive income will be deferred. Therefore, those requirements will not be effective for public entities for fiscal years and interim periods within those years beginning after December 15, 2011. Key provisions for those requirements pertain primarily to Codification paragraphs 220-10-45-17, 220-10-55-7 through 55-9, and 220-10-55-18. The FASB decided that the comment period on the forthcoming exposure draft will be no shorter than 15 days.

Risk Disclosures -- FASB Discusses Disclosures About Risks and Uncertainties
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As reported in its "Summary of Board Decisions" publication, the FASB met on October 26, 2011, and discussed the scope and overall objectives of its project on disclosures about risks and uncertainties and the liquidation basis of accounting. The FASB decided that improving disclosures that would serve as an early warning of an entity’s potential inability to continue as a going concern would not be an objective of this project, since the FASB tentatively decided to add incremental disclosures about liquidity risk in the separate project on accounting for financial instruments. The FASB postponed making a decision about whether to incorporate into GAAP the existing auditing guidance for making a going-concern assessment. Instead, the FASB instructed its staff to perform additional work to determine whether the term "substantial doubt" can be defined in a way that would be operable and not conflict with auditing guidance to be developed by the PCAOB and the Auditing Standards Board of the AICPA.

Uncertainty in Financial Reporting -- SEC Staff to Hold Roundtable on Measuring Uncertainty in Financial Reporting

The SEC’s Office of the Chief Accountant (OCA) will hold a public roundtable “Uncertainty in Financial Reporting: How Much to Recognize and How Best to Communicate it.” In connection with this roundtable, OCA issued the following documents:

-Request for Comment, Inaugural Roundtable of the Financial Reporting Series Entitled “Uncertainty in Financial Statements - How Much to Recognize and How Best to Communicate It” and;
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-Briefing Paper, Measurement Uncertainty in Financial Reporting - How Much to Recognize and How Best to Communicate It.
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This roundtable will examine financial statement measurements and associated disclosures where the outcome depends on future events that by definition are presently unknown. Specifically, the roundtable discussion is expected to focus on:

-Measurement and recognition: whether measurements that involve uncertainty provide investors with useful information.
-Disclosure: the information that investors find important to understand and assess measurement uncertainties and the challenges or impediments that preparers face in providing that information.
-Auditability: the auditor's role and responsibility for reporting on financial statements with measurement uncertainties.

This roundtable is the first in OCA’s Financial Reporting Series (FRS). As part of its oversight role for accounting and auditing standard setting and financial reporting, OCA will hold an ongoing series of roundtable sessions to facilitate a balanced discussion of implementation issues or emerging issues within the financial reporting system. This first roundtable is scheduled for November 8, 2011, at the SEC’s headquarters in Washington, D.C. and members of the public may also listen by webcast on the SEC website.

EITF Materials -- FASB Issues Additional Materials for November 3, 2011 EITF Meeting
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The FASB has issued the following additional materials for the November 3, 2011 EITF meeting:

-Proposed agenda;
-EITF meeting dates for 2012 to be confirmed;
-EITF Issue No. 10-E, "Derecognition of In Substance Real Estate" (issue summary, supplement, and comment letters); and
-EITF Issue No. 11-A, "Parent's Accounting for the Cumulative Translation Adjustment (CTA) upon the Sale or Transfer of a Group of Assets within a Consolidated Foreign Entity That Meets the Definition of a Business" (issue summary).

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AUDITING AND INTERNAL CONTROLS HEADLINES:
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Health Care Entities -- New Edition of Knowledge-Based Audits of Health Care Entities Published
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We have published the 2011 edition of Knowledge-Based Audits of Health Care Entities. This publication will help readers comply with the AICPA's risk assessment standards and provides practitioners with an effective approach for conducting audits of for-profit (investor-owned) and not-for-profit health care entities. This edition of the publication reflects comprehensive coverage of current accounting authoritative literature and, among other things, auditing pronouncements through Statement on Auditing Standards (SAS) No. 121, Revised Applicability of Statement on Auditing Standards No. 100 “Interim Financial Information.”

See our Literature Update for complete details.

Analytical Procedures -- Clarified SAS Discussed
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We have added a GAAS Update Service that provides discussion and analysis of a clarified SAS, Analytical Procedures, which was finalized as part of the AICPA's Clarity Project and subsequently designated as AU-C Section 520, Analytical Procedures, by SAS 122, Statements on Auditing Standards: Clarification and Recodification. AU-C Section 520 will supersede SAS 56 (AU Section 329), Analytical Procedures, and addresses the auditor’s responsibility in connection with: (a) using analytical procedures as substantive procedures either alone or in combination with tests of details; and (b) performing analytical procedures near the end of the audit that assist the auditor when forming an overall conclusion on the financial statements.

AU-C Section 520 will be effective for audits of financial statements for periods ending on or after December 15, 2012.

The AICPA’s Clarity Project is intended to make existing U.S. generally accepted auditing standards (GAAS) easier to understand, apply, and move toward converging U.S. GAAS with International Standards on Auditing issued by the International Auditing and Assurance Standards Board. For further information on the AICPA's Clarity Project, see our previously published discussion and analysis in our publication "A Closer Look."

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GOVERNMENT HEADLINES:
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GASB Activities -- GASB Approval of Technical Plan Discussed
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We have added a Governmental GAAP Update Service that discusses the GASB's approval of its updated technical plan. The GASB’s technical plan includes projects on:

-Conceptual framework: recognition and measurement attributes;
-Economic condition reporting;
-Government combinations; and
-Postemployment benefit accounting and financial reporting.

As discussed in this update, the GASB has also added a major project that addresses fair value measurement and a narrow scope practice issue that is related to technical corrections of existing standards.

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