
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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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 -
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 Published
Retirement Tax -
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
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Florida Back-to-School Tax-Free Holiday 2025
Sales Taxes Everything you need to know about the two-week tax-free holiday in Florida.
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 -
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