
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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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 -
Three Tax Reasons to Retire in Panama in 2025
Retirement Taxes With low property taxes and tax-free foreign income, this tropical paradise could make you rethink retirement as a U.S. expat.
By Kate Schubel Last updated
Retirement Taxes -
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 -
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