Here's a https://www.irs.gov/businesses/cost-segregation-audit-technique-guide-chapter-4-principal-elements-of-a-quality-cost-segregation-study-and-report to the IRS website noting specific items that are included in the cost segregation study report. hmm, that website is a 404 error.  

I've been informed that completing the course alone may not be sufficient to pass the exam, so I’m seeking advice on how to prepare effectively once I complete it.Currently, my only other resources include a YouTube video, five practice exams, and a textbook.If you have any additional suggestions—whether online or in-person, paid or free—that could help me effectively prepare for the exam, I would greatly appreciate them.

I would include it either as a lump sum at closing for the amount which is easier than charging it back to them on a monthly basis.We have "investors" who own a % of each mortgage.

Determine the most likely sales price of the build (factor in the cost of the land also) and include all selling costs to arrive at your net profit and ROI. 

@Julie Garner This contractor texted me after I received the quote to let me know that materials are included.

Secondarily, if I had a buyer for the land before I close, could I structure the purchase to include them without doing a wholesale deal?

On the lease, he'll pay me $100/m over my HELOC payment and all other expenses, including the refi cost, inspections, title work, etc... 

Screening: Includes income verification and rental history verification.

This included all the data from the first 6 months of the year as I did not hire her until July.

The deal sounded good at the beginning but thought it included his fee and it didn't so he's tacking on his 20% on every bill.