
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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Five Ways Trump’s 2025 Tax Bill Could Boost Your Tax Refund (or Shrink It)
Tax Refunds The tax code is changing again, and if you’re filing for 2025, Trump’s ‘big beautiful’ bill could mean a bigger refund next year, a smaller one, or something in between. Here are five ways the new law could impact your bottom line.
By Kate Schubel Published
Tax Refunds -
Money for Your Kids? Three Ways Trump's ‘Big Beautiful Bill’ Impacts Your Child's Finances
Tax Tips The Trump tax bill could help your child with future education and homebuying costs. Here’s how.
By Kate Schubel Last updated
Tax Tips -
New Jersey ‘Senior Freeze’ Property Tax Relief
Tax Relief What you need to know about the New Jersey property tax relief program for older adults over 65.
By Kate Schubel Last updated
Tax Relief -
The GOP Wants to Auto-Enroll Your Child in a 'Trump Account' for Savings
Tax Law The federal government will soon auto-enroll your kid in a tax-advantaged ‘Trump Account’ under the 'One Big Beautiful Bill.'
By Kate Schubel Last updated
Tax Law -
Can Homeschoolers Save on Expenses With 529 Plans?
Savings Accounts A new so-called 'home school tax break' could change how you save for your child's homeschool education. Find out how.
By Kate Schubel Last updated
Savings Accounts -
Alabama Tax-Free Weekend 2025
Tax Holiday Here’s everything you need to know about the 2025 back-to-school Alabama sales tax holiday.
By Kate Schubel Published
Tax Holiday -
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 -
Will Tax on Tips End for Your State This Year?
State Tax While the 'Big Beautiful Bill' spearheads federal talk on tips, several key states are considering ending taxes on tip income.
By Kate Schubel Last updated
State Tax -
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 -
Key 2025 Tax Changes for Parents in Trump's Megabill
Tax Changes Are you a parent? The so-called ‘One Big Beautiful Bill’ (OBBB) impacts several key tax incentives that can affect your family this year and beyond.
By Kate Schubel Published
Tax Changes -
‘I Play Pickleball in Retirement.’ Is It HSA-Eligible?
Retirement Tax Staying active after you retire may be easier with these HSA expenses. But there’s a big catch.
By Kate Schubel Published
Retirement Tax -
Mississippi Tax-Free Weekend 2025
Tax Holiday Just in time for Prime Day, Mississippi celebrated a tax holiday in July. Find out what back-to-school essentials were included.
By Kate Schubel Last updated
Tax Holiday -
The 2025 Estate Tax Exemption
Estate Tax The IRS increased the exemption before the GOP tax bill dropped. 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 'Trump Tax Cuts' and What's Extended for 2025
Tax Law How many of the extended TCJA provisions in the so-called 'One Big Beautiful Bill' (OBBB) will impact your wallet?
By Kate Schubel Last updated
Tax Law -
Save More with Tax Credits for Energy-Efficient Home Improvements While You Still Can
Tax Breaks Trump's new GOP tax bill ends many key energy tax credits for home improvements. Here's what you need to know.
By Kate Schubel Last updated
Tax Breaks -
Homeowners Rush to Install Solar Panels Before 'Trump Tax Bill' Takes Effect
Tax Credits Under the newly enacted GOP tax bill, the 'solar panel tax credit' is in the hot seat.
By Kate Schubel Last updated
Tax Credits -
2025 Standard Deduction Changes Under New Trump Tax Bill
Tax Breaks What is the standard deduction for your filing status in 2025?
By Kate Schubel Last updated
Tax Breaks -
Big GOP Tax Bill Could Change Your Estate Planning for 2025
Tax Law The GOP extended and increased the higher gift and estate tax exemption and affected AMT thresholds. What might this mean for your estate plan?
By Kate Schubel Last updated
Tax Law -
New Jersey Tax Guide 2025
State Tax Explore New Jersey's state tax rates for income, sales, property, retirement, and more. Learn how New Jersey compares nationwide.
By Kate Schubel Last updated
State Tax -
Ten 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 Published
Property Taxes -
What's Happening With the New Jersey State Budget?
State Taxes The latest New Jersey tax laws include a new ‘mansion tax’ and Stay NJ payouts. Here’s what to know.
By Kate Schubel Published
State Taxes -
2025 SALT Cap Could Hurt Top 'Hidden Home Cost'
Tax Deductions The GOP tax bill could make hidden homeowner costs worse for you. Here’s how.
By Kate Schubel Published
Tax Deductions -
Retire in the Bahamas With These Three Tax Benefits
Retirement Taxes Retirement in the Bahamas may be worth considering for high-net-worth individuals who hate paying taxes on income and capital gains.
By Kate Schubel Last updated
Retirement Taxes -
States That Tax Social Security Benefits in 2025
Retirement Taxes Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
By Kate Schubel Last updated
Retirement Taxes