
Kate Schubel
Kate Schubel is a CPA with experience in audit and technology. As a tax writer at Kiplinger.com, Kate believes that tax and finance news should meet people where they are today, across cultural, educational, and disciplinary backgrounds.
Before joining Kiplinger, Kate leveraged her tax and finance knowledge at a CPA firm. She also contributed to the finance department at Girl Scouts, where she worked with her local council to update financial policy and provide accounting support and training on banking best practices. She has also worked for The Walt Disney Company, authored a children’s book, and contributed to local publications.
Her unique interdisciplinary background inspired her to pursue a B.A. in New Media from the University of North Carolina at Asheville and a minor in Accounting and Computer Science. Kate holds a Certified Public Accountant license from the North Carolina State Board of Certified Public Accountants. Kate is most interested in using her skills and experience to convey tax and finance topics to a broader audience.
Latest articles by Kate Schubel
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Ten Cheapest Places to Live in Texas
Property Tax Looking for a cheap place to live in Texas? Look no further. These counties have the lowest property tax bills in the Lone Star State.
By Kate Schubel Last updated
Property Tax -
Homeschoolers Could Soon Save on Expenses With 529 Plans
Savings Accounts A new House GOP bill could change how you save for your child's homeschool education. Find out how.
By Kate Schubel Last updated
Savings Accounts -
2025 Georgia Surplus Tax Refund Checks Are Coming: What to Know
State Tax Georgia rebate checks are currently rolling out. Find out how much and what’s happening with state income tax cuts.
By Kate Schubel Last updated
State Tax -
IRS Free File Could Go Away Under House GOP Plan: What to Know
Tax Filing If you used this free filing service last tax season, you might want to start looking for new options now.
By Kate Schubel Last updated
Tax Filing -
IRS Direct File 2025: What You Need to Know
Tax Filing A new GOP House proposal seeks to end this free IRS tax return program. Find out what's happening and what it means for you.
By Kate Schubel Last updated
Tax Filing -
Are Clean Energy Tax Credits a Thing of the Past?
Tax Credits Now that the House GOP mega bill has passed, some wonder whether energy-efficient incentives like solar, electric vehicle, and home improvement tax credits could go away.
By Kate Schubel Published
Tax Credits -
Save More with Tax Credits for Energy-Efficient Home Improvements While You Still Can
Tax Breaks Energy tax credits for home improvements could go away under the new House GOP tax plan. What to know.
By Kate Schubel Last updated
Tax Breaks -
Retirement Taxes: How All 50 States Tax Retirees
Retirement Taxes Find out how 2024 income taxes in retirement stack up in all 50 states plus the District of Columbia.
By Kate Schubel Last updated
Retirement Taxes -
1099-K Reporting Changes Proposed for 2025
Tax Return An IRS 1099-K threshold change will impact millions of tax bills beginning with this filing season. But could a bigger change lie ahead?
By Kate Schubel Last updated
Tax Return -
Big GOP Tax Bill Could Change Your Estate Planning for 2025
Tax Law The GOP might extend and increase the higher estate and gift tax exemption and AMT thresholds. What might this mean for your estate plan?
By Kate Schubel Published
Tax Law -
Homeowners Rush to Install Solar Panels Before Trump Cuts Tax Credits
Tax Credits Under a new House GOP bill, the solar energy tax credit is in the hot seat.
By Kate Schubel Last updated
Tax Credits -
The 2025 Estate Tax Exemption
Estate Tax The IRS increased the exemption before the new GOP House tax bill was proposed. Find out how the plan could permanently change the threshold for estate taxes.
By Kate Schubel Last updated
Estate Tax -
The TCJA: Key Facts on the 2017 Tax Cuts, and What's Next for 2025
Tax Law How will a possible extension of expiring TCJA provisions impact your wallet?
By Kate Schubel Last updated
Tax Law -
When Are Taxes Due in 2025? Tax Deadlines by Month
Tax Deadlines Knowing all the tax deadlines for 2025 can help you avoid costly penalties.
By Kate Schubel Last updated
Tax Deadlines -
Ten Cheapest Places To Live in New York
Property Tax If you’re planning a move in New York, here are the counties with the lowest property tax bills in the Empire State.
By Kate Schubel Published
Property Tax -
IRS Income Tax Refund Schedule 2025: When Will Your Refund Arrive?
Tax Refunds Where is your IRS tax refund? Well, it may be arriving sooner than you think.
By Kate Schubel Last updated
Tax Refunds -
Three Things Star Wars Fans Taught Me About Tax
Tax Tips May the force be with you and your taxes this Star Wars Day 2025.
By Kate Schubel Last updated
Tax Tips -
Could Your State End Tax on Overtime This Year?
State Taxes Key states are considering ending taxes on overtime — find out if yours makes the cut
By Kate Schubel Last updated
State Taxes -
States With 2025 IRS Tax Deadline Extensions
Tax Deadlines The IRS has extended tax deadlines in several states due to severe storms, fires, hurricanes, and other natural disasters.
By Kate Schubel Last updated
Tax Deadlines -
10 Cheapest Places To Live in Florida
Property Tax Make your Florida vacation spot a place for daily living — these counties have the lowest property tax bills in the state.
By Kate Schubel Published
Property Tax -
How Many IRS Commissioners Have We Gone Through This Year?
IRS Who were the former IRS commissioners, and why did they resign? Find out how IRS turnover can impact your taxes.
By Kate Schubel Last updated
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Florida Tax Deadline Extension for 2025: What You Need to Know
Tax Deadlines If you live in Florida the IRS has extended your federal income tax deadlines.
By Kate Schubel Last updated
Tax Deadlines -
Will Your State End Tax on Tips This Year?
State Tax While President Trump spearheads federal talk on tips, several key states are considering ending taxes on tip income.
By Kate Schubel Last updated
State Tax -
Kentucky Tax Deadline Extension Might Cost You More Money: What to Know
State Taxes Kentucky flooding and storms caused the IRS and state to extend the 2025 tax filing deadline. But should you file later?
By Kate Schubel Published
State Taxes