
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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Property Tax Relief Bill in Texas: What to Know for 2025
Property Tax Texas residents could get major relief from property taxes in 2025. Here's a breakdown of the tax cuts.
By Kate Schubel Last updated
Property Tax -
Summer Backyard Ideas With Added Tax Benefits for 2025
Tax Tips Find out how these summer 2025 home projects can help you save on taxes next year.
By Kate Schubel Last updated
Tax Tips -
Coverdell ESAs vs. 529 Plans: Which Should You Choose?
Savings Accounts These savings accounts can offer tax benefits for school and retirement expenses. Here’s how.
By Kate Schubel Published
Savings Accounts -
Ten Cheapest Places to Live in Texas
Property Tax Looking for a cheap place to live in Texas? Look no further. These counties have the lowest property tax bills in the Lone Star State.
By Kate Schubel Last updated
Property Tax -
2025 Georgia Surplus Tax Refund Checks Are Coming: What to Know
State Tax Georgia rebate checks are currently rolling out. Find out how much and what’s happening with state income tax cuts.
By Kate Schubel Last updated
State Tax -
IRS Free File Could Go Away Under House GOP Plan: What to Know
Tax Filing If you used this free filing service last tax season, you might want to start looking for new options now.
By Kate Schubel Last updated
Tax Filing -
IRS Direct File 2025: What You Need to Know
Tax Filing A new GOP House proposal seeks to end this free IRS tax return program. Find out what's happening and what it means for you.
By Kate Schubel Last updated
Tax Filing -
Are Clean Energy Tax Credits Going Away This Year?
Tax Credits Now that Trump's mega tax bill has passed, some wonder when energy-efficient incentives, like solar, electric vehicle, and home improvement tax credits, will end.
By Kate Schubel Published
Tax Credits -
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 -
1099-K Reporting Changes Proposed for 2025
Tax Return An IRS 1099-K threshold change will impact millions of tax bills beginning with this filing season. But could a bigger change lie ahead?
By Kate Schubel Last updated
Tax Return -
When Are Taxes Due in 2025? Tax Deadlines by Month
Tax Deadlines Knowing all the tax deadlines for 2025 can help you avoid costly penalties.
By Kate Schubel Last updated
Tax Deadlines -
Ten Cheapest Places To Live in New York
Property Tax If you’re planning a move in New York, here are the counties with the lowest property tax bills in the Empire State.
By Kate Schubel Published
Property Tax -
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 -
Three Things Star Wars Fans Taught Me About Tax
Tax Tips May the force be with you and your taxes this Star Wars Day 2025.
By Kate Schubel Last updated
Tax Tips -
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 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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Florida Tax Deadline Extension for 2025: What You Need to Know
Tax Deadlines If you live in Florida the IRS has extended your federal income tax deadlines.
By Kate Schubel Last updated
Tax Deadlines -
Kentucky Tax Deadline Extension Might Cost You More Money: What to Know
State Taxes Kentucky flooding and storms caused the IRS and state to extend the 2025 tax filing deadline. But should you file later?
By Kate Schubel Published
State Taxes -
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
Scams -
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