
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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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 -
The Final Countdown for Retirees with Investment Income
Retirement Tax Don’t assume Social Security withholding is enough. Some retirement income may require a quarterly estimated tax payment by the September 15 deadline.
By Kate Schubel Published
Retirement Tax -
IRS Direct File 2025: What You Need to Know
Tax Filing The GOP is considering ending this free IRS tax filing program. Find out what's happening and what it means for you.
By Kate Schubel Last updated
Tax Filing -
21 Last-Minute Gifts for Grandparents Day 2025 to Give Right Now
Holiday Tips Last-minute gifting is never easy. But here are some ideas to celebrate Grandparents Day.
By Kate Schubel Published
Holiday Tips -
Claiming the Standard Deduction? Here Are 10 Tax Breaks For Middle-Class Families in 2025
Tax Breaks Working middle-income Americans won’t need to itemize to claim these tax deductions and credits — if you qualify.
By Kate Schubel Last updated
Tax Breaks -
Pennsylvania Property Tax Rebate Could Give You $1,500: Don't Miss the Deadline
Property Tax Property tax relief payments are rolling out to eligible Pennsylvania homeowners and renters. Do you know how to check your rebate status?
By Kate Schubel Last updated
Property Tax -
Another State Rebels Against Trump’s New 2025 Tax Law: What Now?
State Taxes Even if states adopt tax policies in the so-called ‘big beautiful bill,’ lawmakers may have workarounds at their fingertips.
By Kate Schubel Published
State Taxes -
Will You Get a ‘Surprise’ Tax Bill on Your Social Security Benefits in Retirement?
Retirement Taxes Social Security benefit payments might land you in hot water when filing 2025 taxes — here are three reasons why.
By Kate Schubel Published
Retirement Taxes -
Ten Cheapest Places to Live in Tennessee
Property Tax Moving to Tennessee might be within your reach. Homeowners in these counties pay some of 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
IRS -
Stay NJ Could Give You $6,500: The Deadline You Can't Miss
Property Taxes New Jersey has a new property tax relief program for 2025. The application deadline is approaching fast.
By Kate Schubel Published
Property Taxes -
New Jersey ANCHOR Benefit Letters Out Now: What to Know
Tax Relief Find out how much the ANCHOR benefit is worth — plus, apply for New Jersey property tax relief before it's too late.
By Kate Schubel Last updated
Tax Relief -
The Most Tax-Friendly State for Retirement in 2025: Here It Is
Retirement Tax How do you retire ‘tax-free’? This state doesn’t tax retirement income, has a low median property tax bill, and even offers savings on gas. Are you ready for a move?
By Kate Schubel Last updated
Retirement Tax -
The Fall Garden Tax? What to Plant and How to Prepare
Tax Tips Fall gardening could increase your taxes this season. Here’s what to know while planting in 2025.
By Kate Schubel Last updated
Tax Tips -
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 -
Ten States With the Highest Sales Taxes
State Tax These states have the highest sales tax rates in the U.S., but do they really? Learn what taxes look like before you shop.
By Kate Schubel Last updated
State Tax -
States That Won't Tax Your Retirement Income in 2025
Retirement Taxes Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on some incomes.
By Kate Schubel Last updated
Retirement Taxes -
Texas Sales Tax-Free Weekend 2025
Tax Holiday Here's what you needed to know about the Texas sales tax holiday.
By Kate Schubel Published
Tax Holiday -
Student Loan Forgiveness 2025: Will You Owe Taxes?
Loan Forgiveness If you received student debt forgiveness, know these key points when filing taxes. Plus — what can you expect from recent student loan news?
By Kate Schubel Last updated
Loan Forgiveness -
Florida Back-to-School Tax-Free Holiday 2025
Sales Taxes The new tax-free holiday in Florida brought month-long savings on computers, clothing and other school supplies.
By Kate Schubel Last updated
Sales Taxes -
New York School Tax Relief (STAR) Checks Coming Now: What to Know
Tax Relief Are you receiving a NY STAR credit or exemption for your property taxes?
By Kate Schubel Last updated
Tax Relief -
Georgia Could Be Latest State to Eliminate Income Taxes
State Tax Eliminating the Georgia state income tax: Last-minute summer trend or permanent policy?
By Kate Schubel Last updated
State Tax -
Tennessee Tax-Free Weekend 2025
Tax Holiday Here's what you need to know about the annual Tennessee sales tax holiday.
By Kate Schubel Last updated
Tax Holiday -
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, a smaller one or something in between next year. Here are five ways the new law could impact your bottom line.
By Kate Schubel Published
Tax Refunds