
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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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
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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
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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
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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
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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 -
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