
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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Don't Miss Your Colorado TABOR Refund When Filing Taxes
State Tax Are you receiving a TABOR refund with your 2024 Colorado state income tax return? Find out how the recent TABOR news might impact you.
By Kate Schubel Last updated
State Tax -
How Caregivers for Adults Can Save on Taxes in 2025
Tax Breaks Caring for your parent or spouse can be stressful, but the IRS offers tax breaks for qualifying taxpayers. Here they are.
By Kate Schubel Published
Tax Breaks -
New South Carolina Income Tax Cut Might Eat Your Cash
State Taxes South Carolina’s flat income tax bill could have the majority of residents paying higher income taxes. Find out how.
By Kate Schubel Published
State Taxes -
States with the Highest Income Tax Rates for Retirees
State Tax You may reconsider living and retiring in one of these states due to high taxes.
By Kate Schubel Last updated
State Tax -
AI Tax Scams Target Middle and Older Adults: What to Know
Scams Whether you’re a retiree or Gen Z, scammers can gouge big financial losses with the help of artificial intelligence.
By Kate Schubel Published
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Tax-Deductible Home Improvements for Retirement in 2025
Retirement Taxes Your aging-in-place plan could benefit from the medical expense tax deduction. But watch out for capital gains and property taxes.
By Kate Schubel Published
Retirement Taxes -
New Jersey Tax Guide
State Tax New Jersey state tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact residents.
By Kate Schubel Last updated
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You Don’t Want to Retire in Portugal: Here Are Three Tax Reasons Why
Retirement Taxes With the NHR benefit retiring and pension taxes increasing, you might rethink your retirement plans in Portugal.
By Kate Schubel Published
Retirement Taxes -
New Jersey Property Tax Relief Could Break Record
State Tax If Gov. Murphy’s budget is approved, some New Jersey residents may see their state property taxes cut in half.
By Kate Schubel Published
State Tax -
Five Scary Things the IRS Can Do If You Owe Back Taxes
Tax Law Traveling in 2025? The IRS can take your passport (and house) if you don’t pay your tax bill.
By Kate Schubel Published
Tax Law -
What is Net Investment Income Tax (NIIT) and Who Pays It?
Income Tax Find out which income levels are subject to the 3.8% NIIT surtax.
By Kate Schubel Last updated
Income Tax -
Kentucky Has a New Income Tax Rate: What to Know
State Tax Cuts to Kentucky income taxes come amid a tax refund delay. What it all means for you.
By Kate Schubel Published
State Tax -
Early Tax Refund Options Could Trap Your Cash
Tax Refunds Don’t be fooled into thinking you’re not getting a loan — because you really are.
By Kate Schubel Published
Tax Refunds -
First-Time Filing Taxes? Key Tax Tips to Know for 2025
Tax Filing Preparing your IRS taxes for the first time may seem daunting, but here are some return preparation and filing tips to start.
By Kate Schubel Last updated
Tax Filing -
How to Apply for 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 -
How Do I Apply For New Jersey ANCHOR Benefits?
Tax Relief Find out how to apply for New Jersey property tax relief payments and when you can expect a check or direct deposit.
By Kate Schubel Last updated
Tax Relief -
Why You May Owe More Tax Soon on Popular Employee Benefits
Tax Law Workers could foot the tax bill for employer-provided benefits like parking, gyms, and meals.
By Kate Schubel Published
Tax Law -
States with Emergency and Energy Sales Tax Holidays in 2025
Sales Taxes Save on appliances with a state emergency preparedness or energy-efficient tax-free weekend in February.
By Kate Schubel Published
Sales Taxes -
New Colorado Tax Credit: What’s the Scoop?
State Tax Everything you need to know about the Colorado family affordability tax credit in 2025.
By Kate Schubel Published
State Tax -
Retire in Costa Rica With These Three Tax Benefits
Retirement Taxes Costa Rica may be a good place for retirement if you like the low cost of living and savings for your heirs.
By Kate Schubel Published
Retirement Taxes -
DeSantis 'Second Amendment Summer Tax Holiday' for Florida Turns Heads
Sales Tax A $115.6 billion budget proposal offers Floridians everything from 2025 sales tax holidays to a one-time mortgage tax exemption.
By Kate Schubel Published
Sales Tax -
What's Going on With New Jersey Property Tax Programs?
Property Tax ANCHOR and ‘Senior Freeze’ just got a refresh, and there’s a new program: Stay NJ. Learn how to save on New Jersey property taxes.
By Kate Schubel Published
Property 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 Published
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Best States to Buy Chocolate Candy Tax-Free
State Taxes One of the most popular Valentine's Day gifts may come with sweet sales tax savings. Find out if your state is the best place to buy chocolate hearts.
By Kate Schubel Last updated
State Taxes