Kate Schubel
Kate Schubel, CPA, is a senior tax writer for Kiplinger.com who specializes in demystifying retirement planning, state-level taxation, and affordable living.
As a published children's book author and former local journalist, Kate recognizes that while the tax code is rigid, the way we tell its story doesn't have to be. She leverages this unique narrative background to translate technical compliance into actionable strategies that meet readers where they are, regardless of their financial expertise.
Before joining Kiplinger, Kate built a versatile career spanning audit, technology, and accounting. Her professional journey includes tenure at The Walt Disney Company, a position at a CPA firm, and a role in the finance department of the local Girl Scouts council, where she modernized banking practices and financial policies.
By bridging the gap between new media and accounting, Kate proves that financial news can be both technically rigorous and engagingly accessible. She holds a B.A. in New Media from the University of North Carolina at Asheville, with minors in Accounting and Computer Science, and a license as a Certified Public Accountant through the North Carolina State Board of CPA Examiners.
Latest articles by Kate Schubel
-
Claiming the Standard Deduction? 11 Tax Breaks for Single FilersTax Deductions If you're unmarried and filing your taxes, these tax credits and deductions could provide thousands in relief.
By Kate Schubel
Tax Deductions -
IRS Just Raised the Child Tax Credit for 2027: See Your New LimitTax Credits The Child Tax Credit, adoption relief, and EITC are all going up. Here is what families can claim.
By Kate Schubel
Tax Credits -
6 Money Moves to Make Before 2026 EndsTax Tips Take these simple steps now to secure a strong financial finish.
By Kate Schubel
Tax Tips -
The 2027 Standard Deduction Is HereTax Breaks The IRS has announced a new standard deduction amount for 2027 that's higher than ever.
By Kate Schubel
Tax Breaks -
10 US Christmas Markets: Cheapest to Most Taxed WineThe Holidays From authentic German Christkindlmarkts to twinkling holiday villages, here's how state wine taxes shape your festival costs in 2026.
By Kate Schubel
The Holidays -
The IRS PIN Portal Is Going Offline. Are You Protected?Tax Refunds Amid a rising fraud crisis, November leaves taxpayers a narrow window to secure their identity in 2026.
By Kate Schubel
Tax Refunds -
10 States With the Lowest Gas Tax in 2026Gas Taxes Getting gas in these states with the lowest gas taxes can save you money on your next road trip.
By Kate Schubel
Gas Taxes -
The $19,000 IRS Rule Parents Overlook When Gifting a House Down PaymentGift Tax Crossing IRS gift limits without a strategy creates surprise capital gains bills and retirement headaches. Here's what to know.
By Kate Schubel
Gift Tax -
Can I Deduct This? A Quick Tax QuizQuiz Answer these five surprising scenarios to see if your write-offs save money or would trigger an IRS audit.
By Kate Schubel
Quiz -
10 Can't-Miss Tax Breaks for Homeowners and HomebuyersHomeownership These real estate tax breaks can help homeowners get some money back this year. Are you eligible?
By Kate Schubel
Homeownership -
The Boots Rule of Retirement Tax PlanningRetirement Tax Here's how retirees can stop compounding tax leaks without large, expensive Roth conversions.
By Kate Schubel
Retirement Tax -
5 Little-Known Retirement Tax 'Gotchas'Retirement Hidden rules, automatic surcharges, and tax-bracket traps can catch even careful retirees off guard. Here's what to know.
By Kate Schubel
Retirement -
2026 Tax Deadline: Does Your State Have an IRS Disaster Extension?Tax Deadlines Everything you need to know about the 2026 extended tax deadlines issued by the IRS.
By Kate Schubel
Tax Deadlines -
144 Million Standard Deduction Filers Get a New Charitable Tax BreakTax Savings Claiming the standard deduction and donating this year? Here's what that means for your next tax return.
By Kate Schubel
Tax Savings -
10 States With the Lowest Property Tax Rates in 2026Property Tax While the national property tax average is climbing, homeowners in these states pay less than 0.53%. Compare your current tax bill against the 2026 rankings.
By Kate Schubel
Property Tax -
Is Your Tax Professional Filing Your Taxes or Actually Planning Them?Tax Planning An ongoing CPA shortage means high earners can no longer afford to settle for backward-looking compliance.
By Kate Schubel
Tax Planning -
Older Homeowners Are Cutting Their Property Tax Bills by VolunteeringProperty Tax Want to save up to $1,500 on your property taxes? Here's how giving back can lower your bill in retirement.
By Kate Schubel
Property Tax -
6 Tax Deadlines for October 15 You Don't Want to MissTax Deadlines Everything you need to know about the IRS Oct. 15 federal tax extension deadline and other key October tax deadlines.
By Kate Schubel
Tax Deadlines -
Ghouls Just Wanna Have Savings: Tax-Free Halloween Chocolate GuideState Taxes There's something spooky this Halloween, and it’s not just the ghosts. Find out if your state's sales tax takes a bite out of sweet savings.
By Kate Schubel
State Taxes -
Is Your Property Tax Bill Too High?Quiz Take this 2-minute quiz to see if your property taxes could be lower.
By Kate Schubel
Quiz -
How the IRS Values (and Audits) an Inherited HomeInheritances Talking to your kids about a proper home valuation can save them from unexpected IRS penalties and capital gains taxes.
By Kate Schubel
Inheritances -
Is High-Yield Savings Account Interest Taxable? What to Know for 2026Savings Accounts Think a high-yield savings account is a good idea? Don’t forget taxes on savings account interest.
By Kate Schubel
Savings Accounts -
NJ ANCHOR Payments Out Now: What to Know in 2026Tax Relief The New Jersey ANCHOR benefit is hitting mailboxes this month. Here's how to track your status.
By Kate Schubel
Tax Relief -
5 Little-Known Senior Property Tax Breaks in 2026Retirement Tax These lesser-known senior programs can deliver key property tax savings — if you know where to look.
By Kate Schubel
Retirement Tax