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Accounting Research Manager®
Weekly Summary of Developments
February 27 - March 2, 2012
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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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Leases -- FASB Discusses Lease Accounting and Other Matters
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As reported in its "Summary of Board Decisions" publication, the FASB and IASB (the Boards) met on February 27-29, 2012, and discussed the following topics:

-Leases;
-Accounting for financial instruments: classification and measurement;
-Insurance contracts; and
-Accounting for financial instruments: impairment.

The Boards discussed lessee accounting and, in particular, different methods of amortizing the right-of-use asset. The Boards also discussed any consequences that a change to the lessee accounting model would have on the tentative decisions for lessor accounting. While the Boards did not reach any formal decisions regarding leases at these meetings, the Boards discussed the following two approaches to amortizing the right-of-use asset:

-An asset approach in which the lessee would amortize the right-of-use asset based on the estimated consumption of the underlying leased asset over the lease term; and
-An interest-based amortization approach in which the lessee would amortize the right-of-use asset on a systematic basis that reflects the pattern of consumption of expected future economic benefits for those leases for which substantially all of the risks and rewards of the underlying leased asset have been transferred to the lessee.

Regarding their project on the accounting for financial instruments, the Boards discussed the cash flow characteristics assessment and held an informational session on the business model assessment in their respective classification and measurement models for financial instruments. The Boards reached a number of tentative decisions, including the following:

-A financial asset could be eligible for a measurement category other than fair value through profit or loss if the contractual terms of the financial asset give rise on specified dates to cash flows that are solely payments of principal and interest on the principal amount outstanding;
-A contractual term that changes the timing or amount of payments of principal and interest would not preclude the financial asset from a measurement category other than fair value through profit or loss as long as any variability only reflects changes in the time value of money and the credit risk of the instrument; and
-A prepayment or extension option, including those that are contingent, does not preclude a financial asset from a measurement category other than fair value through profit and loss as long as these features are consistent with the notions of solely payments of principal and interest on the principal amount outstanding.

The Boards continued their discussions on their insurance contracts project by considering the following topics: (a) eligibility criteria and mechanics for the premium allocation approach; (b) measurement of liabilities for infrequent, high-severity events; (c) onerous contracts; (d) unbundling goods and services components; and (e) financial instruments with discretionary participation features. The Boards reached a number of tentative decisions, including the following:

-Discounting and interest accretion to reflect the time value of money should be required in measuring the liability for remaining coverage for contracts that have a significant financing component, as defined according to the characteristics of a significant financing component under the revenue recognition proposals;
-Insurers should measure both an insurance contract liability by applying the building-block approach and an onerous contract liability by applying the premium allocation approach, taking into account estimates of expected cash flows at the balance sheet date; and
-The measurement of the liability for onerous contracts should be updated at the end of each reporting period.

EITF Materials -- FASB Issues Additional Materials for March 15, 2012 EITF Meeting
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The FASB has issued the following additional materials for the March 15, 2012 EITF meeting:

-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" (comment letters);
-EITF Issue No. 12-A, "Not-for-Profit Entities - Classification of Gifts of Securities in the Statement of Cash Flows" (issue summary);
-EITF Issue No. 12-D, "Accounting for Joint and Several Liability for which the Total Amount of the Obligation at the Reporting Date Is Fixed" (issue summary); and
-EITF Issue No. 12-E, "Accounting for Fair Value Information That Arises Subsequent to the Measurement Date and Its Inclusion in the Impairment Analysis of Unamortized Film Costs" (issue summary).

Related Parties -- PCAOB Proposes Guidance on Related Parties
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The PCAOB has issued for public comment a proposed auditing standard, Related Parties. The PCAOB believes the proposed standard would improve the auditor's evaluation of a public company's identification of, accounting for, and disclosure about its relationships and transactions with related parties.

The PCAOB also is proposing amendments to enhance the auditor's identification and evaluation of a company's significant unusual transactions, which are significant transactions that are outside the normal course of business or that otherwise appear to be unusual due to their timing, size, or nature. In addition, the PCAOB is proposing amendments that, among other things, would improve the auditor's understanding of a company's financial relationships with its executive officers.

The proposed standard would supersede the PCAOB's interim auditing standard AU sec. 334, Related Parties. The proposed amendments would amend other auditing standards, including AU sec. 316, Consideration of Fraud in a Financial Statement Audit, and Auditing Standard No. 12, Identifying and Assessing Risks of Material Misstatement.

Comments on the proposed standard and related amendments are due by May 15, 2012.

Brokers and Dealers -- PCAOB Proposes to Amend Rules and Forms Related to Auditors of Brokers and Dealers
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The PCAOB has proposed amendments to its rules and forms to apply them to auditors of brokers and dealers registered with the SEC, as authorized by the Dodd-Frank Act. The proposed amendments would include references to audits and auditors of brokers and dealers in relevant PCAOB rules. The proposal would also make the PCAOB's auditing standards, including most of the PCAOB's ethics and independence requirements, applicable to broker dealer audits, once the SEC provides direction that auditors of brokers and dealers are to comply with PCAOB standards.

In addition, the amendments would change PCAOB registration, withdrawal, and reporting forms to, among other things, require that auditors of brokers and dealers identify annually each audit report issued for a broker or dealer. PCAOB rules require similar reporting by auditors of public companies. The proposed amendments also include separate technical changes to PCAOB rules and forms unrelated to the Dodd-Frank Act.

Comments on this proposal are due April 30, 2012.

Accredited Investor -- SEC Staff Publishes Small Entity Compliance Guide on Accredited Investor Standards
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The staff of the SEC has published a Small Entity Compliance Guide, "Accredited Investor" Net Worth Standard. This guide summarizes and explains amendments adopted by the SEC to the accredited investor standards under the Securities Act of 1933 to implement the requirements of Section 413(a) of the Dodd-Frank Act. Section 413(a) requires that the value of a person’s primary residence be excluded when determining whether the person qualifies as an “accredited investor” on the basis of having a net worth in excess of $1 million. This guide discusses the following topics:

-Accredited investor standards;
-Requirements for an individual to qualify as an accredited investor based on net worth; and
-Primary residence can be included in the net worth calculation for certain follow-on investments.

This guide also includes examples of accredited investor net worth calculations.

In addition to the release of this guide, the SEC staff has removed Questions 179.01 and 255.47 from its Compliance and Disclosure Interpretation, Securities Act Rules. These questions relate to the definition of an accredited investor.

IFRS for SMEs -- IASB Issues IFRS for SMEs Update
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The IASB staff has issued its periodic "IFRS for SMEs Update" publication which is a summary of news relating to the International Financial Reporting Standard for Small and Medium-sized Entities (IFRS for SMEs). This update includes discussion of the following topics:

-Progress on Q&As about the IFRS for SMEs;
-Status report on Q&As about the IFRS for SMEs;
-Status report on IFRS for SMEs translations;
-Additional Arabic-language training module available;
-Upcoming IFRS for SMEs “train the trainers” workshops; and
-Where to obtain IFRS for SMEs materials.

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AUDITING AND INTERNAL CONTROLS HEADLINES:
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Nontraditional Engagements -- Updated Edition of Knowledge-Based Nontraditional Engagements Published
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We have published a new edition of Knowledge-Based Nontraditional Engagements. This publication is designed to help the auditor efficiently and effectively perform nontraditional engagements in accordance with applicable standards issued by the AICPA. This edition of the publication includes revisions and updates to reflect current authoritative literature and, among other things, pronouncements through:

-AICPA Statement on Quality Control Standards No. 8, A Firm’s System of Quality Control (Redrafted); and
-AICPA Statement on Standards for Attestation Engagements No. 17, Reporting on Compiled Prospective Financial Statements When the Practitioner’s Independence Is Impaired.

See our Literature Update for complete details.

Related Parties -- PCAOB Proposes Guidance on Related Parties
For detail, please contact info@hkcmcpa.us


As discussed above in our Accounting and SEC Summaries, the PCAOB has issued for public comment a proposed auditing standard, Related Parties. The PCAOB believes the proposed standard would improve the auditor's evaluation of a public company's identification of, accounting for, and disclosure about its relationships and transactions with related parties.

The PCAOB also is proposing amendments to enhance the auditor's identification and evaluation of a company's significant unusual transactions, which are significant transactions that are outside the normal course of business or that otherwise appear to be unusual due to their timing, size, or nature. In addition, the PCAOB is proposing amendments that, among other things, would improve the auditor's understanding of a company's financial relationships with its executive officers.

The proposed standard would supersede the PCAOB's interim auditing standard AU sec. 334, Related Parties. The proposed amendments would amend other auditing standards, including AU sec. 316, Consideration of Fraud in a Financial Statement Audit, and Auditing Standard No. 12, Identifying and Assessing Risks of Material Misstatement.

Comments on the proposed standard and related amendments are due by May 15, 2012.

Brokers and Dealers -- PCAOB Proposes to Amend Rules and Forms Related to Auditors of Brokers and Dealers
For detail, please contact info@hkcmcpa.us


As discussed above in our Accounting and SEC Summaries, the PCAOB has proposed amendments to its rules and forms to apply them to auditors of brokers and dealers registered with the SEC, as authorized by the Dodd-Frank Act. The proposed amendments would include references to audits and auditors of brokers and dealers in relevant PCAOB rules. The proposal would also make the PCAOB's auditing standards, including most of the PCAOB's ethics and independence requirements, applicable to broker dealer audits, once the SEC provides direction that auditors of brokers and dealers are to comply with PCAOB standards.

In addition, the amendments would change PCAOB registration, withdrawal, and reporting forms to, among other things, require that auditors of brokers and dealers identify annually each audit report issued for a broker or dealer. PCAOB rules require similar reporting by auditors of public companies. The proposed amendments also include separate technical changes to PCAOB rules and forms unrelated to the Dodd-Frank Act.

Comments on this proposal are due April 30, 2012.

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@hkcmcpa.us