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Appendix E — Titles of Standards and Other Literature

Appendix E — Titles of Standards and Other Literature

Appendix E — Titles of Standards and Other Literature

AICPA Literature

Technical Questions and Answers

Section 7100.08, “Application of the Definition of a Public Business Entity When Entities Are Organized in Tiered Organizational Structures (Parent, Consolidated Subsidiaries, Nonconsolidated Entities, Guarantors, Equity Method Investees)”

FASB Literature

ASC Topics

ASC 205, Presentation of Financial Statements
ASC 210, Balance Sheet
ASC 220, Income Statement — Reporting Comprehensive Income
ASC 250, Accounting Changes and Error Corrections
ASC 260, Earnings per Share
ASC 272, Limited Liability Entities
ASC 280, Segment Reporting
ASC 310, Receivables
ASC 320, Investments — Debt Securities
ASC 321, Investments — Equity Securities
ASC 323, Investments — Equity Method and Joint Ventures
ASC 325, Investments — Other
ASC 326, Financial Instruments — Credit Losses
ASC 350, Intangibles — Goodwill and Other
ASC 360, Property, Plant, and Equipment
ASC 405, Liabilities
ASC 450, Contingencies
ASC 460, Guarantees
ASC 480, Distinguishing Liabilities From Equity
ASC 505, Equity
ASC 605, Revenue Recognition
ASC 606, Revenue From Contracts With Customers
ASC 610, Other Income
ASC 718, Compensation — Stock Compensation
ASC 720, Other Expenses
ASC 740, Income Taxes
ASC 805, Business Combinations
ASC 808, Collaborative Arrangements
ASC 810, Consolidation
ASC 815, Derivatives and Hedging
ASC 820, Fair Value Measurement
ASC 825, Financial Instruments
ASC 830, Foreign Currency Matters
ASC 835, Interest
ASC 842, Leases
ASC 845, Nonmonetary Transactions
ASC 850, Related Party Disclosures
ASC 860, Transfers and Servicing
ASC 910, Contractors — Construction
ASC 930, Extractive Activities — Mining
ASC 932, Extractive Activities — Oil and Gas
ASC 946, Financial Services — Investment Companies
ASC 954, Health Care Entities
ASC 958, Not-for-Profit Entities
ASC 960, Plan Accounting — Defined Benefit Pension Plans
ASC 965, Plan Accounting — Health and Welfare Benefit Plans
ASC 970, Real Estate — General
ASC 974, Real Estate — Real Estate Investment Trusts

ASUs

ASU 2012-04, Technical Corrections and Improvements
ASU 2014-01, Investments — Equity Method and Joint Ventures (Topic 323): Accounting for Investments in Qualified Affordable Housing Projects — a consensus of the FASB Emerging Issues Task Force
ASU 2014-08, Presentation of Financial Statements (Topic 205) and Property, Plant, and Equipment (Topic 360): Reporting Discontinued Operations and Disclosures of Disposals of Components of an Entity
ASU 2014-09, Revenue From Contracts With Customers (Topic 606)
ASU 2014-17, Business Combinations (Topic 805): Pushdown Accounting — a consensus of the FASB Emerging Issues Task Force
ASU 2015-02, Consolidation (Topic 810): Amendments to the Consolidation Analysis
ASU 2015-08, Business Combinations (Topic 805): Pushdown Accounting — Amendments to SEC Paragraphs Pursuant to Staff Accounting Bulletin No. 115
ASU 2016-01, Financial Instruments — Overall (Subtopic 825-10): Recognition and Measurement of Financial Assets and Financial Liabilities
ASU 2016-02, Leases (Topic 842)
ASU 2016-13, Financial Instruments — Credit Losses (Topic 326): Measurement of Credit Losses on Financial Instruments
ASU 2017-05, Other Income — Gains and Losses From the Derecognition of Nonfinancial Assets (Subtopic 610-20): Clarifying the Scope of Asset Derecognition Guidance and Accounting for Partial Sales of Nonfinancial Assets
ASU 2017-12, Derivatives and Hedging (Topic 815): Targeted Improvements to Accounting for Hedging Activities
ASU 2019-04, Codification Improvements to Topic 326, Financial Instruments — Credit Losses, Topic 815, Derivatives and Hedging, and Topic 825, Financial Instruments
ASU 2020-01, Investments — Equity Securities (Topic 321), Investments — Equity Method and Joint Ventures (Topic 323), and Derivatives and Hedging (Topic 815) — Clarifying the Interactions Between Topic 321, Topic 323, and Topic 815 — a consensus of the FASB Emerging Issues Task Force
ASU 2020-02, Financial Instruments — Credit Losses (Topic 326) and Leases (Topic 842) — Amendments to SEC Paragraphs Pursuant to SEC Staff Accounting Bulletin No. 119 and Update to SEC Section on Effective Date Related to Accounting Standards Update No. 2016-02, Leases (Topic 842) (SEC Update)
ASU 2020-05, Revenue From Contracts With Customers (Topic 606) and Leases (Topic 842): Effective Dates for Certain Entities
ASU 2023-02, Investments — Equity Method and Joint Ventures (Topic 323): Accounting for Investments in Tax Credit Structures Using the Proportional Amortization Method — a consensus of the Emerging Issues Task Force
ASU 2023-05, Business Combinations — Joint Venture Formations (Subtopic 805-60): Recognition and Initial Measurement

EITF Literature

Issue No. 19-A, “Financial Instruments — Clarifying the Interactions Between Topic 321 and Topic 323”

Federal Regulations

IRC (U.S. Code)

Section 42, “Low-Income Housing Credit Average Income Test Regulations”
Section 45D, “New Markets Tax Credit”
Section 704, “Partner’s Distributive Share”

G4+1 Organization Literature

Special Report, Reporting Interests in Joint Ventures and Similar Arrangements

IFRS Literature

IAS 8, Accounting Policies, Changes in Accounting Estimates and Errors
IAS 28 (Revised 2011), Investments in Associates and Joint Ventures
IAS 36, Impairment of Assets
IFRS 3, Business Combinations
IFRS 5, Non-Current Assets Held for Sale and Discontinued Operations
IFRS 9, Financial Instruments
IFRS 10, Consolidated Financial Statements
IFRS 11, Joint Arrangements
IFRS 12, Disclosure of Interests in Other Entities

SEC Literature

Regulation S-X

Rule 1-02, “Definitions of Terms Used in Regulation S-X (17 CFR part 210)”
  • Rule 1-02(w), “Significant Subsidiary”
Rule 3-05, “Financial Statements of Businesses Acquired or to Be Acquired”
Rule 3-09, “Separate Financial Statements of Subsidiaries Not Consolidated and 50 Percent or Less Owned Persons”
Rule 3-14, “Special Instructions for Financial Statements of Real Estate Operations Acquired or to Be Acquired”
Rule 4-02, “Rules of General Application; Items Not Material”
Rule 4-08(g), “General Notes to Financial Statements; Summarized Financial Information of Subsidiaries Not Consolidated and 50 Percent or Less Owned Persons”
Article 5, “Commercial and Industrial Companies”
Rule 5-02, “Balance Sheets”
  • Rule 5-02(12), “Other Investments”
Rule 5-03, “Statements of Comprehensive Income”
  • Rule 5-03(b)(12), “Equity in Earnings of Unconsolidated Subsidiaries and 50 Percent or Less Owned Persons”
Rule 8-03, “Financial Statements of Smaller Reporting Companies; Interim Financial Statements”
Rule 10-01(b)(1), “Interim Financial Statements; Other Instructions as to Content”
Article 11, “Pro Forma Financial Information”

SAB Topics

No. 1.B, “Financial Statements; Allocation of Expenses and Related Disclosure in Financial Statements of Subsidiaries, Divisions or Lesser Business Components of Another Entity”
No. 5, “Miscellaneous Accounting”
  • No. 5.G, “Transfers of Nonmonetary Assets by Promoters or Shareholders”
  • No. 5.J, “New Basis of Accounting Required in Certain Circumstances” (rescinded by SAB 115)
  • No. 5.M, “Other Than Temporary Impairment of Certain Investments in Equity Securities”
  • No. 5.T, “Accounting for Expenses or Liabilities Paid by Principal Stockholder(s)” (replaced by SAB 107)

Superseded Literature

Accounting Principles Board (APB) Opinion

APB 18, “The Equity Method of Accounting for Investments in Common Stock”

AICPA Accounting Statement of Position

78-9, Accounting for Investments in Real Estate Ventures

EITF Abstracts

Issue No. 98-2, “Accounting by a Subsidiary or Joint Venture for an Investment in the Stock of Its Parent Company or Joint Venture Partner”
Issue No. 98-4, “Accounting by a Joint Venture for Businesses Received at Its Formation”
Issue No. 99-10, “Percentage Used to Determine the Amount of Equity Method Losses”
Issue No. 00-12, “Accounting by an Investor for Stock-Based Compensation Granted to Employees of an Equity Method Investee”
Issue No. 02-14, “Whether an Investor Should Apply the Equity Method of Accounting to Investments Other Than Common Stock”
Issue No. 03-1, “The Meaning of Other-Than-Temporary Impairment and Its Application to Certain Investments”
Issue No. 03-16, “Accounting for Investments in Limited Liability Companies”
Issue No. 08-6, “Equity Method Investment Accounting Considerations”
Topic No. D-46, “Accounting for Limited Partnership Investments”
Topic No. D-96, “Accounting for Management Fees Based on a Formula”
Topic No. D-97, “Push-Down Accounting”

FASB Interpretations

No. 44, Accounting for Certain Transactions Involving Stock Compensation — an interpretation of APB Opinion No. 25
No. 45, Guarantor’s Accounting and Disclosure Requirements for Guarantees, Including Indirect Guarantees of Indebtedness of Others — an interpretation of FASB Statements No. 5, 57, and 107 and rescission of FASB Interpretation No. 34

FASB Statements

No. 123(R), Share-Based Payment
No. 133, Implementation (Derivatives)
No. 141(R), Business Combinations
No. 144, Accounting for the Impairment or Disposal of Long-Lived Assets
No. 157, Fair Value Measurements
No. 160, Noncontrolling Interests in Consolidated Financial Statements