
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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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 -

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 -

3 Popular Tax Breaks Are Gone for Good in 2026
Tax Breaks Here's a list of federal tax deductions and credits that you can't claim in the 2026 tax year. High-income earners could also get hit by a "surprise" tax bill.
By Kate Schubel
Tax Breaks -

U.S. Congress to End Emergency Tax Bill Over $6,000 Senior Deduction and Tip, Overtime Tax Breaks in D.C.
Tax Law Here's how taxpayers can amend their already-filed income tax returns amid a potentially looming legal battle on Capitol Hill.
By Kate Schubel
Tax Law -

What's Going on With New Jersey Property Tax Programs?
Property Tax ANCHOR and "Senior Freeze" recently got a refresh, and there’s a new program: Stay NJ. Learn how to save on New Jersey property taxes.
By Kate Schubel
Property Tax -

NJ ANCHOR Rebate 2026: Payment Schedule and Status Check
Tax Relief Looking for your New Jersey ANCHOR rebate? Find out when the 2026 property tax payments arrive, who is eligible for the automatic filing, and how to track your status.
By Kate Schubel
Tax Relief -

Tax Refund Alert: House GOP Predicts Bigger Tax Refunds in 2026
Tax Refunds Here's how the IRS tax refund outlook for 2026 is changing and what steps you can take now to prepare.
By Kate Schubel
Tax Refunds -

New Jersey 'Senior Freeze' in 2026: How to Check Your Payment Status
Tax Relief Looking for your New Jersey property tax reimbursement? Here is the latest 2026 Senior Freeze payment schedule and how to track your check through the NJ Division of Taxation.
By Kate Schubel
Tax Relief -

How to Open Your Kid's $1,000 Trump Account
Tax Breaks Filing income taxes in 2026? You won't want to miss Form 4547 to claim a $1,000 Trump Account for your child.
By Kate Schubel
Tax Breaks -

The GOP Wants Your Child Enrolled in a Trump Account for Savings
Tax Law The "kids Trump account" is growing in popularity among supporters. Here's what to know.
By Kate Schubel
Tax Law -

7 Bad Tax Habits to Kick Right Now
Tax Tips Ditch these seven common habits to sidestep IRS red flags for a smoother, faster 2026 income tax filing.
By Kate Schubel
Tax Tips -

Don't Let High Taxes Break Your Heart This Valentine’s Day
State Taxes We’ve mapped out the best states where your box of chocolates comes without a side of sales tax.
By Kate Schubel
State Taxes -

10 Cheapest Places to Live in Colorado
Property Tax Looking for a cozy cabin near the slopes? These Colorado counties combine reasonable house prices with the state's lowest property tax bills.
By Kate Schubel
Property Tax -

Stay NJ Program Could Give You $6,500: Payments Out Now
Property Taxes New Jersey has a new property tax relief program that's paying out for the first time in 2026. When will you get a check?
By Kate Schubel
Property Taxes -

IRS Income Tax Refund Schedule: When Will Your Refund Arrive?
Tax Refunds Your IRS tax refund may arrive sooner than you think. Here’s a schedule for when you can expect your check or direct deposit.
By Kate Schubel
Tax Refunds -

Can I Deduct My Pet On My Taxes?
Tax Deductions Your cat isn't a dependent, but your guard dog might be a business expense. Here are the IRS rules for pet-related tax deductions in 2026.
By Kate Schubel
Tax Deductions -

Oregon Tax Kicker in 2026: What's Your Refund?
State Tax The Oregon kicker for 2025 state income taxes is coming. Here's how to calculate your credit and the eligibility rules.
By Kate Schubel
State Tax -

Don't Overpay the IRS: 6 Tax Mistakes That Could Be Raising Your Bill
Tax Tips Is your income tax bill bigger than expected? Here's how you should prepare for next year.
By Kate Schubel
Tax Tips -

3 Retirement Changes to Watch in 2026: Tax Edition
Retirement Taxes Between the Social Security "senior bonus" phaseout and changes to Roth tax rules, your 2026 retirement plan may need an update. Here's what to know.
By Kate Schubel
Retirement Taxes -

Do You Pay Property Taxes in Tennessee? What You Need to Know in 2026
Property Taxes State lawmakers are moving to ban state property taxes, but can they stop the local rate spike? Here's how 2026 could lower your Tennessee property tax bill.
By Kate Schubel
Property Taxes -

Georgia Tax Rebate And Income Elimination? What 2026 Could Mean For You
State Tax We break down how lawmakers aim to axe the state income tax and how much you could get in a Georgia tax refund in 2026.
By Kate Schubel
State Tax -

QCD Limit, Rules and How to Lower Your 2026 Taxable Income
Tax Breaks A QCD can reduce your tax bill in retirement while meeting charitable giving goals. Here’s how.
By Kate Schubel
Tax Breaks
