
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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Texas Sales Tax-Free Weekend 2025
Tax Holiday Here's what you needed to know about the Texas sales tax holiday.
By Kate Schubel
Tax Holiday -

Student Loan Forgiveness 2025: Will You Owe Taxes?
Loan Forgiveness If you received student debt forgiveness, know these key points when filing taxes. Plus — what can you expect from recent student loan news?
By Kate Schubel
Loan Forgiveness -

Florida Back-to-School Tax-Free Holiday 2025
Sales Taxes The new tax-free holiday in Florida brought month-long savings on computers, clothing and other school supplies.
By Kate Schubel
Sales Taxes -

New York School Tax Relief (STAR) Checks Coming Now: What to Know
Tax Relief Are you receiving a NY STAR credit or exemption for your property taxes?
By Kate Schubel
Tax Relief -

Georgia Could Be Latest State to Eliminate Income Taxes
State Tax Eliminating the Georgia state income tax: Last-minute summer trend or permanent policy?
By Kate Schubel
State Tax -

Tennessee Tax-Free Weekend 2025
Tax Holiday Here's what you need to know about the annual Tennessee sales tax holiday.
By Kate Schubel
Tax Holiday -

Five Ways Trump’s 2025 Tax Bill Could Boost Your Tax Refund (or Shrink It)
Tax Refunds The tax code is changing again, and if you’re filing for 2025, Trump’s ‘big beautiful’ bill could mean a bigger refund, a smaller one or something in between next year. Here are five ways the new law could impact your bottom line.
By Kate Schubel
Tax Refunds -

Money for Your Kids? Three Ways Trump's ‘Big Beautiful Bill’ Impacts Your Child's Finances
Tax Tips The Trump tax bill could help your child with future education and homebuying costs. Here’s how.
By Kate Schubel
Tax Tips -

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
Tax Relief -

Can Homeschoolers Save on Expenses With 529 Plans?
Savings Accounts A new so-called 'home school tax break' could change how you save for your child's homeschool education. Find out how.
By Kate Schubel
Savings Accounts -

Alabama Tax-Free Weekend 2025
Tax Holiday Here’s everything you need to know about the 2025 back-to-school Alabama sales tax holiday.
By Kate Schubel
Tax Holiday -

Could Your State End Tax on Overtime This Year?
State Taxes Key states are considering ending taxes on overtime — find out if yours makes the cut
By Kate Schubel
State Taxes -

Will Tax on Tips End for Your State This Year?
State Tax While the 'Big Beautiful Bill' spearheads federal talk on tips, several key states are considering ending taxes on tip income.
By Kate Schubel
State Tax -

States With 2025 IRS Tax Deadline Extensions
Tax Deadlines The IRS has extended tax deadlines in several states due to severe storms, fires, hurricanes, and other natural disasters.
By Kate Schubel
Tax Deadlines -

Key 2025 Tax Changes for Parents in Trump's Megabill
Tax Changes Are you a parent? The so-called ‘One Big Beautiful Bill’ (OBBB) impacts several key tax incentives that can affect your family this year and beyond.
By Kate Schubel
Tax Changes -

‘I Play Pickleball in Retirement.’ Is It HSA-Eligible?
Retirement Tax Staying active after you retire may be easier with these HSA expenses. But there’s a big catch.
By Kate Schubel
Retirement Tax -

Mississippi Tax-Free Weekend 2025
Tax Holiday Just in time for Prime Day, Mississippi celebrated a tax holiday in July. Find out what back-to-school essentials were included.
By Kate Schubel
Tax Holiday -

The 2025 Estate Tax Exemption
Estate Tax The IRS increased the exemption before the GOP tax bill dropped. Find out how the plan could permanently change the threshold for estate taxes.
By Kate Schubel
Estate Tax -

The TCJA: Key Facts on the 2017 'Trump Tax Cuts' and What's Extended for 2025
Tax Law How many of the extended TCJA provisions in the so-called 'One Big Beautiful Bill' (OBBB) will impact your wallet?
By Kate Schubel
Tax Law -

Save More with Tax Credits for Energy-Efficient Home Improvements While You Still Can
Tax Breaks Trump's new GOP tax bill ends many key energy tax credits for home improvements. Here's what you need to know.
By Kate Schubel
Tax Breaks -

Homeowners Rush to Install Solar Panels Before 'Trump Tax Bill' Takes Effect
Tax Credits Under the newly enacted GOP tax bill, the 'solar panel tax credit' is in the hot seat.
By Kate Schubel
Tax Credits -

2025 Standard Deduction Changes Under New Trump Tax Bill
Tax Breaks What is the standard deduction for your filing status in 2025?
By Kate Schubel
Tax Breaks -

Big GOP Tax Bill Could Change Your Estate Planning for 2025
Tax Law The GOP extended and increased the higher gift and estate tax exemption and affected AMT thresholds. What might this mean for your estate plan?
By Kate Schubel
Tax Law -

New Jersey Tax Guide 2025
State Tax Explore New Jersey's state tax rates for income, sales, property, retirement, and more. Learn how New Jersey compares nationwide.
By Kate Schubel
State Tax
