
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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Your North Carolina Income Tax Cut Is Coming — But There’s a Catch
State Taxes North Carolina paychecks might get a boost as personal income tax rates drop toward 2.99%. But a growing debate has lawmakers at a crossroads.
By Kate Schubel
State Taxes -

Washington Slashes Estate Tax: Why Your Inheritance Still Isn't Safe
Estate Taxes State lawmakers are rolling back record-high death taxes, but a new millionaire tax on top earners is waiting in the wings.
By Kate Schubel
Estate Taxes -

Colorado Tax Guide
State Tax Explore Colorado's state tax rates for income, sales, property, retirement, and more. Learn how Colorado compares nationwide.
By Kate Schubel
State Tax -

Is High-Yield Savings Account Interest Taxable? What to Know for 2026
Savings Accounts Think a high-yield savings account is a good idea? Don’t forget taxes on savings account interest.
By Kate Schubel
Savings Accounts -

Tax-Free Income in 2026? These Changes Could Wipe Out Your Federal Bill
Income Taxes New legislation aims to exempt up to $92,000 in earnings from federal income tax. Here's who would win.
By Kate Schubel
Income Taxes -

5 Reasons Your Tax Refund Might Be Delayed and How to Fix It
Tax Refunds Is your IRS refund taking forever? From filing errors to identity verification, here are five reasons for a tax refund delay, and what you can do today.
By Kate Schubel
Tax Refunds -

Death and Taxes: A Famous Quotes Quiz to Take a Break From Tax Season
Quiz If you're "dead" tired of tax season, we have just the solution.
By Kate Schubel
Quiz -

ANCHOR and Stay NJ 2026: Why Property Tax Relief for Homeowners Could Be Cut
Property Tax The 2026 New Jersey budget proposal puts the promised $6,500 property tax credit at risk for thousands of homeowners.
By Kate Schubel
Property Tax -

2026 Georgia Tax Rebate: Who's Eligible and How Much Could You Get?
State Tax Here is the breakdown of the tax rebate in Georgia and the plan to lower income tax rates to 4.99%.
By Kate Schubel
State Tax -

Can You Afford Retirement in Greece? 3 Tax Benefits Make It Possible
Retirement Taxes Affordable luxury in the Mediterranean may be closer than you think. Here's how.
By Kate Schubel
Retirement Taxes -

How Long Should You Keep Tax Records?
Tax Records The IRS hasn't gone away — so don’t destroy tax documents until the time limit for an audit runs out, or maybe even longer.
By Kate Schubel
Tax Records -

10 Cheapest Places to Live in Virginia
Property Taxes The Commonwealth of Virginia has some cheap places to live. Here are a few if you hate paying property taxes.
By Kate Schubel
Property Taxes -

IRS Income Tax Refund Schedule: When Will Your Refund Arrive?
Tax Refunds Here's how to check your IRS tax refund status and when you can expect your federal refund.
By Kate Schubel
Tax Refunds -

Will a $1,000 Overtime Deduction Restore Your Take-Home Pay?
State Taxes Alabama's tax-free overtime has officially expired. We analyze the 2026 proposal to restore relief and whether a $1,000 deduction can offset the 22% surge in the cost of essentials.
By Kate Schubel
State Taxes -

10 Cheapest Places to Live in North Carolina
Property Tax From the Blue Ridge Mountains to the Outer Banks, we ranked the NC counties with the lowest property taxes in 2026.
By Kate Schubel
Property Tax -

The GOP Trump Account for Savings: Your Funding Starts Soon
Tax Law The "kids Trump account" is growing in popularity among supporters. Here's who's eligible.
By Kate Schubel
Tax Law -

IRS Phasing Out Paper Checks: Here's What to Know in 2026
Tax Changes IRS tax refunds and Social Security paper checks are typically delivered online now. Will that impact your money?
By Kate Schubel
Tax Changes -

California Retirement Tax 2026: Is the 'Social Security Shield' Enough?
State Taxes The Golden State won't touch your Social Security, but high rates on pensions and IRAs tell a different story. Can you afford retirement in California?
By Kate Schubel
State Taxes -

2026 Tax Refund Delays: 5 States Where Your Money Is Stuck
State Tax From New York to Oregon, your state income tax refund could be delayed for weeks. Here's what to know.
By Kate Schubel
State Tax -

IRS Reveals New 2026 Child Tax Credit and other Family Credit Amounts
Tax Credits Key family tax breaks are higher for 2026, including the Earned Income Tax Credit and the Adoption Credit. Here's what they're worth.
By Kate Schubel
Tax Credits -

3 Smart Ways to Spend Your Retirement Tax Refund
Retirement Taxes With the new "senior bonus" hitting bank accounts this tax season, your retirement refund might be higher than usual. Here's how to re-invest those funds for a financially efficient 2026.
By Kate Schubel
Retirement Taxes -

First the Penny, Now the Nickel? The New Math Behind Your Sales Tax and Total
Rounding Tax A new era of "Swedish rounding" hits U.S. registers soon. Learn why the nickel might be on the chopping block, and how to save money by choosing the right way to pay.
By Kate Schubel
Rounding Tax -

3 Major Changes to the 2026 Charitable Deduction
Tax Breaks About 144 million Americans might qualify for the 2026 universal charity deduction, while high earners face new IRS limits. Here's what to know.
By Kate Schubel
Tax Breaks -

Retirement Taxes: How All 50 States Tax Retirees
Retirement Taxes Find out how income taxes in retirement stack up in all 50 states plus the District of Columbia.
By Kate Schubel
Retirement Taxes
