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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Arizona Pickleball Taxes? What You Need to Know
State Tax The popular sport is sparking debate in some communities. Could you be subject to ‘pickleball taxes’?
By Kate Schubel Last updated
State Tax -
Sometimes It Pays to 'Blow the Whistle' on IRS Tax Evaders
Tax Fraud The IRS recently awarded three IRS whistleblowers $74 million. Here's why.
By Kate Schubel Published
Tax Fraud -
What Is the Tax Cuts and Jobs Act (TCJA)?
Tax Law Everything you need to know about the TCJA and key tax credits and deductions currently set to expire at the end of next year.
By Kate Schubel Last updated
Tax Law -
Will EVs Drive the Vote in Election 2024 Swing States?
Tax Credits Electric vehicle tax credits have somehow become controversial. So car buyer attitudes in swing states might make a difference.
By Kate Schubel Last updated
Tax Credits -
IRS Skirts TikTok Ban to Sniff Out Tax Scammers
Tax Scams Social media scams caused thousands to file inaccurate returns. What does that have to do with TikTok?
By Kate Schubel Published
Tax Scams -
IRS Hauls Back $1.3 Billion From High-Income Earners
Tax Filing Certain income and wealth levels can trigger an IRS audit. Here's what you need to know.
By Kate Schubel Published
Tax Filing -
IRS Has No Set Plan to Replace Old Tech
IRS What could old IRS technology mean for your federal tax return and cybersecurity?
By Kate Schubel Published
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What Time Does the Mega Millions Draw?
Lottery Tax With a high-stakes jackpot, the payout (less some tax) is anyone’s to win.
By Kate Schubel Last updated
Lottery Tax -
New York Sending School Tax Relief (STAR) Checks
Tax Relief Are you receiving a NY STAR credit or exemption for your property taxes?
By Kate Schubel Published
Tax Relief -
IRS Back Taxes Scam Call Steals Millions
Scams IRS fakes are cheating thousands of people out of “overdue tax debt.” Are you next?
By Kate Schubel Last updated
Scams -
IRS: How to Get a 401(k) Match for Your Student Loan Payment
Savings Those with 401(k), 403(b), and other savings plans might get relief through their employer-provided retirement account.
By Kate Schubel Published
Savings -
Nebraska Finally Has Some Property Tax Relief
State Tax After a two-week special session, lawmakers have approved a bill to provide property tax relief to millions of Nebraskans.
By Kate Schubel Published
State Tax -
IRS Direct File: Some States Won’t Get the Program
Tax Filing Depending on where you live, you might not be able to use the new IRS tax filing service next tax season.
By Kate Schubel Last updated
Tax Filing -
Fun Things to Do in Retirement With Added Tax Benefits
Retirement Taxes What should I do first when I retire? Well, it wouldn’t hurt to save a little on your taxes.
By Kate Schubel Last updated
Retirement Taxes -
IRS Restarts Processing of Some ERC Refunds: What to Know
Tax Credits Some businesses may receive employee retention tax credit payments as early as September.
By Kate Schubel Last updated
Tax Credits -
New York Residents to Receive Child Tax Credit Checks in Mail
Tax Credits The Empire State is sending millions of dollars — find out why and if it applies to your family.
By Kate Schubel Last updated
Tax Credits -
Nebraska Property Tax Debate Sparks Marijuana and Ammo Tax Bills
Property Tax The Cornhusker State considered a wide breadth of funding to slash property tax bills. The special session concludes — for now.
By Kate Schubel Last updated
Property Tax -
2024 Sales Tax-Free Weekend in Texas
Tax Holiday What you need to know about tax-free shopping in Texas.
By Kate Schubel Last updated
Tax Holiday -
Sales Tax Holidays Are Going Away in Some States
Sales Tax Why are tax-free weekends disappearing? Find other ways your family can save on taxes and essentials.
By Kate Schubel Last updated
Sales Tax -
Florida Back-to-School Sales Tax Holiday 2024
Sales Taxes Everything you need to know about the two-week tax-free holiday in Florida.
By Kate Schubel Published
Sales Taxes -
Tennessee Sales Tax Holiday
Tax Holiday Here's what you need to know about the annual Tennessee sales tax holiday.
By Kate Schubel Published
Tax Holiday -
$145 Million in ‘Senior Freeze’ Property Tax Checks Mailed
Property Tax What you need to know about New Jersey's property tax relief program for older adults.
By Kate Schubel Published
Property Tax -
The Alabama Tax-Free Weekend
Sales Taxes Here's what you need to know about the 2024 back-to-school Alabama sales tax holiday.
By Kate Schubel Last updated
Sales Taxes -
Retirement Taxes: How All 50 States Tax Retirees
Retirement Taxes Find out how 2024 income taxes in retirement stack up in all 50 states plus the District of Columbia.
By Kate Schubel Last updated
Retirement Taxes