
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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Navigating 1099s: A Guide to All 22 IRS Tax Forms to Know
Tax Filing You should receive your 1099 form by February 15. But what happens next?
By Kate Schubel Published
Tax Filing -
States That Tax Social Security Benefits in 2025
Retirement Taxes 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 Last updated
Retirement Taxes -
Downsize in Retirement With 2025 Tax Benefits: Three Key Strategies
Retirement Taxes Downsizing retirees may benefit from tax savings, lower utility bills, and freed-up income. But could a new presidency impact your home sale?
By Kate Schubel Published
Retirement Taxes -
Pennsylvania Property Tax and Rent Rebate: Will You Get One?
State Tax Pennsylvania homeowners and renters could receive a PA rebate payment for 2024 property taxes. See if you're eligible to receive a check.
By Kate Schubel Last updated
State Tax -
Some States Won’t Participate in IRS Direct File for 2025
Tax Filing You may not be able to use the new IRS tax filing system if your state doesn't allow it. Plus, an incoming Congress could eventually bring an end to the program.
By Kate Schubel Last updated
Tax Filing -
Will You Owe Taxes on Your Recently Forgiven Student Loan?
Loan Forgiveness If you received student debt forgiveness last year, know these key points when filing taxes. Plus — what can you expect from a new president?
By Kate Schubel Last updated
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Maryland Property Tax Assessment: What It Means for You
State Tax Amid a growing deficit, Maryland property values are rising. Here’s more of what to know.
By Kate Schubel Last updated
State Tax -
'Pickleball Tax' Battle Heads to Court
State Tax The pickleball controversy continues as a nonprofit organization takes legal action against “illegal” taxes.
By Kate Schubel Published
State Tax -
Arizona Rental Tax Repeal in 2025: What You Need to Know
State Tax Renters in Arizona may be in for savings on taxes. But is it enough to help the housing shortage?
By Kate Schubel Published
State Tax -
New Year Brings New Jersey Gas Tax Increase: What to Know
State Tax As congestion taxes heat up between states, New Jersey commuters will pay more at the pump in 2025.
By Kate Schubel Last updated
State Tax -
Should Rent Be Part of Your Retirement Plans?
Retirement Taxes Retiree renters may qualify for potential tax savings. Are you considering a move?
By Kate Schubel Last updated
Retirement Taxes -
The TCJA May Help Nonprofits Next Year: Here’s Why
Tax Law A potential TCJA extension could help nonprofits. But is it enough to keep up with inflation?
By Kate Schubel Published
Tax Law -
What Is a Qualified Charitable Distribution (QCD)?
Tax Breaks A QCD can lower your tax bill while meeting your charitable giving goals in retirement. Here’s how.
By Kate Schubel Published
Tax Breaks -
On the Naughty List: Holiday Tax Scams to Look Out For
Tax Tips The IRS says scammers are on the prowl for your financial information. Know the signs so you don't fall victim.
By Kate Schubel Last updated
Tax Tips -
Retirement Abroad? Three Countries Without Inheritance Tax
Retirement Taxes These 2025 top-retiree-friendly countries have an added benefit: potential tax savings for you and your heirs.
By Kate Schubel Last updated
Retirement Taxes -
Nevada Diaper Tax Goes Away January 1: What You Need to Know
Tax Relief Nevada voters have expanded sales tax relief to diapers. But are prices still too high?
By Kate Schubel Last updated
Tax Relief -
Are You a Renter? You Could Save on Taxes
Tax Breaks With these tax savings at your fingertips, rent may be more affordable
By Kate Schubel Last updated
Tax Breaks -
Holiday Office Party Taxes: Know Before You Go
Tax Tips The IRS could tax your gifts from Christmas raffles, Secret Santa, and White Elephant. Here’s how.
By Kate Schubel Last updated
Tax Tips -
New Mexico Small Business Saturday Tax Holiday 2024
Tax Holiday Here's how you can save on taxes during New Mexico’s Small Business Saturday.
By Kate Schubel Last updated
Tax Holiday -
Holiday Shopping Tax Tips for Business Owners
Tax Deductions Before hitting the sales, businesses should know these key deductions and look out for overspending.
By Kate Schubel Last updated
Tax Deductions -
Tax Credit vs. Tax Deduction: What’s the Difference?
Tax Breaks Your guide to tax deductions and credits, how the IRS treats them differently, and how they impact your tax bill.
By Kate Schubel Published
Tax Breaks -
Voters Approve New Veteran Property Tax Relief
Tax Relief Thanks to the election, some Veterans will soon see expanded property tax exemptions.
By Kate Schubel Last updated
Tax Relief -
Will the Election Impact the EV Tax Credit?
Tax Credits It’s no secret electric vehicles have become a bit of a political issue. But what does that mean for your EV tax break?
By Kate Schubel Last updated
Tax Credits -
U.S. Treasury's AI is Catching Tax Cheats and Saving Billions
Tax Filing Artificial intelligence is helping the Treasury Department reclaim billions in tax funds. Find out what this could mean for you.
By Kate Schubel Last updated
Tax Filing