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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Holiday Office Party Taxes: Know Before You Go
Tax Tips The IRS could tax your gifts from Christmas raffles, Secret Santa, and White Elephant. Here’s how.
By Kate Schubel Last updated
Tax Tips -
New Mexico Small Business Saturday Tax Holiday 2024
Tax Holiday Here's how you can save on taxes during New Mexico’s Small Business Saturday.
By Kate Schubel Last updated
Tax Holiday -
Holiday Shopping Tax Tips for Business Owners
Tax Deductions Before hitting the sales, businesses should know these key deductions and look out for overspending.
By Kate Schubel Last updated
Tax Deductions -
Tax Credit vs. Tax Deduction: What’s the Difference?
Tax Breaks Your guide to tax deductions and credits, how the IRS treats them differently, and how they impact your tax bill.
By Kate Schubel Published
Tax Breaks -
Voters Approve New Veteran Property Tax Relief
Tax Relief Thanks to the election, some Veterans will soon see expanded property tax exemptions.
By Kate Schubel Last updated
Tax Relief -
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 -
Don't Miss the Deadline for New Jersey ANCHOR Benefit Checks
Tax Relief November through March, NJ is sending millions as part of its property tax relief program. Don't miss the extended deadline to apply.
By Kate Schubel Last updated
Tax Relief -
Florida Tax Deadline Extension: What You Need to Know
Tax Relief The IRS extended federal tax return file time due to severe storms.
By Kate Schubel Published
Tax Relief -
Nevada Approves Diaper Tax Relief Amid Childcare Crisis
Tax Relief Nevada voters have expanded sales tax relief to diapers. But are prices still too high?
By Kate Schubel Published
Tax Relief -
States With IRS Tax Deadline Extensions This Year
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 -
Will the Election Impact the EV Tax Credit?
Tax Credits It’s no secret electric vehicles have become a bit of a political issue. But what does that mean for your EV tax break?
By Kate Schubel Last updated
Tax Credits -
U.S. Treasury's AI is Catching Tax Cheats and Saving Billions
Tax Filing Artificial intelligence is helping the Treasury Department reclaim billions in tax funds. Find out what this could mean for you.
By Kate Schubel Last updated
Tax Filing -
IRA and 401(k) Contribution Limit Changes for 2025: What to Know
Retirement IRS inflation adjustments typically mean higher contribution limits for the new year.
By Kate Schubel Last updated
Retirement -
Colorado Sending Billions in TABOR Refunds
State Tax Are you receiving a TABOR refund with your 2025 Colorado state income tax filing? Don’t miss the deadline.
By Kate Schubel Last updated
State Tax -
New 2025 Estate Tax Exemption Announced
Estate Tax The IRS just increased the exemption as we enter what could be the final year of TCJA.
By Kate Schubel Last updated
Estate Tax -
The 2025 Standard Deduction Is Here
Tax Breaks What is the standard deduction for your filing status in 2025?
By Kate Schubel Last updated
Tax Breaks -
Three Creative Ways to Lower Your Retirement Taxes
Tax Tips You can apply key minimalism concepts for potential tax savings. Here’s how.
By Kate Schubel Published
Tax Tips -
Three Tax Reasons to Retire in Panama
Retirement Taxes With low property taxes and tax-free foreign income, this tropical paradise could make you rethink retirement as a U.S. expat.
By Kate Schubel Last updated
Retirement Taxes -
Six Tax Deadlines for October 15
Tax Deadlines You might know about the federal tax return extension deadline, but did you know about these other tax deadlines for Oct. 15?
By Kate Schubel Last updated
Tax Deadlines -
Is the IRS Coming for Your Gambling Winnings?
Tax Tips The latest tax audit on unreported income points to high-income, high-wealth gamblers. Could
By Kate Schubel Published
Tax Tips -
Best States to Buy Chocolate Candy Tax-Free
State Taxes There’s something spooky this Halloween and it’s not just the ghouls. Find out if your state’s sales tax takes a bite out of sweet savings.
By Kate Schubel Last updated
State Taxes -
Hurricane Helene Aftermath: IRS Tax Relief and How to Help
Tax Relief Following the destruction in the southeast U.S., IRS officials and several states have extended tax deadlines for affected taxpayers. Here are the payments and filings that qualify.
By Kate Schubel Last updated
Tax Relief -
New Jersey Ends Sales Tax Break for EVs: What to Know
State Tax Discover alternative savings now that New Jersey is phasing out its sales tax exemption on EVs.
By Kate Schubel Last updated
State Tax -
What is Net Investment Income Tax (NIIT) and Who Pays It?
Income Tax Find out which income levels are subject to the 3.8% NIIT surtax.
By Kate Schubel Last updated
Income Tax