
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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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 -

When Do W-2s Arrive? 2026 Deadline and 'Big Beautiful Bill' Changes
Tax Deadlines Mark your calendar: Feb 2 is the big W-2 release date. Here’s the delivery scoop and what the Trump tax changes might mean for your taxes.
By Kate Schubel
Tax Deadlines -

IRS Phasing Out Paper Checks: Here's What to Know in 2026
Tax Changes IRS tax refunds and Social Security paper checks are typically delivered online now. Will that impact your money?
By Kate Schubel
Tax Changes -

States That Tax Social Security Benefits in 2026
Retirement Tax Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
By Kate Schubel
Retirement Tax -

10 Cheapest Places To Live in Florida
Property Tax Make your Florida vacation spot a place for daily living — these counties have the lowest property tax bills in the state.
By Kate Schubel
Property Tax -

The New Estate Tax Exemption Amount for 2026
Estate Tax The IRS has increased the exemption as we enter into a promising tax year for estates and inheritances.
By Kate Schubel
Estate Tax -

States That Won't Tax Your Retirement Income in 2026
Retirement Tax 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
Retirement Tax -

10 Cheapest Places to Live in Washington
Property Tax Is Washington your go-to ski destination? These counties combine no income tax with the lowest property tax bills in the state.
By Kate Schubel
Property Tax -

3 Major Changes to the Charitable Deduction for 2026
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 -

10 Retirement Tax Plan Moves to Make Before December 31
Retirement Taxes Proactively reviewing your health coverage, RMDs and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.
By Kate Schubel
Retirement Taxes -

Law Reversal Looming? Trump Eyes 2026 Gambling Winnings Tax Change
Tax Deductions It's no secret that the IRS is coming after your gambling winnings in 2026. But how long will that last?
By Kate Schubel
Tax Deductions -

Estate Tax Quiz: Can You Pass the Test on the 40% Federal Rate?
Quiz How well do you know the new 2026 IRS rules for wealth transfer and the specific tax brackets that affect your heirs? Let's find out!
By Kate Schubel
Quiz -

Retirees in These 7 States Could Pay Less Property Taxes Next Year
State Taxes Retirement property tax bills could be up to 65% cheaper for some older adults in 2026. Do you qualify?
By Kate Schubel
State Taxes -

2025 Standard Deduction Changes Under New Trump Tax Bill
Tax Breaks What is the standard deduction for your filing status in 2025?
By Kate Schubel
Tax Breaks -

The 'Scrooge' Strategy: How to Turn Your Old Junk Into a Tax Deduction
Tax Deductions We break down the IRS rules for non-cash charitable contributions. Plus, here's a handy checklist before you donate to charity this year.
By Kate Schubel
Tax Deductions -

New Jersey ANCHOR Benefit Out Now: When Will You Get Yours?
Tax Relief Where is your NJ ANCHOR rebate? Find out how much the New Jersey property tax benefit is and when you can expect your payment in 2025 and 2026.
By Kate Schubel
Tax Relief -

Tax Refund Alert: House GOP Predicts 'Average' $1,000 Payouts 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 -

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 -

Are You Middle-Class? Here's the Most Tax-Friendly State for Your Family
Tax Tips We found the state with no income tax, low property tax bills and exemptions on groceries and medicine.
By Kate Schubel
Tax Tips -

The GOP Wants to Auto-Enroll Your Child in a Trump Account for Savings
Tax Law The federal government will soon auto-enroll some children in a tax-advantaged Trump Account for kids.
By Kate Schubel
Tax Law -

When Are Taxes Due in 2026? Tax Deadlines by Month
Tax Deadlines Knowing all the tax deadlines for 2026 can help you avoid costly penalties.
By Kate Schubel
Tax Deadlines -

New 2026 Tax Change Could Mean More for Your IRA and 401(k) Savings
Retirement Savings Here's how the new IRS inflation adjustments will increase the contribution limits for your 401(k) and IRA in the new year.
By Kate Schubel
Retirement Savings
