
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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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
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
State Tax -
IRS Free File: Is It Still Around for Your 2025 Taxes?
Tax Filing If you used this free tax filing service through the IRS last year, you might want to know if you can use it for your 2025 tax return.
By Kate Schubel
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
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
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
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
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
Property Tax -
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
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
Property Tax -
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
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
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
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
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
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
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
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
Retirement Taxes -
You Don’t Want to Retire in Portugal: Here Are Three Tax Reasons Why
Retirement Taxes With the NHR benefit retiring and pension taxes increasing, you might rethink your retirement plans in Portugal.
By Kate Schubel
Retirement Taxes -
New Jersey Property Tax Relief Could Break Record
State Tax If Gov. Murphy’s budget is approved, some New Jersey residents may see their state property taxes cut in half.
By Kate Schubel
State Tax -
Five Scary Things the IRS Can Do If You Owe Back Taxes
Tax Law Traveling in 2025? The IRS can take your passport (and house) if you don’t pay your tax bill.
By Kate Schubel
Tax Law -
What is Net Investment Income Tax (NIIT) and Who Pays It?
Income Tax Find out which income levels are subject to the 3.8% NIIT surtax.
By Kate Schubel
Income Tax -
Kentucky Has a New Income Tax Rate: What to Know
State Tax Cuts to Kentucky income taxes come amid a tax refund delay. What it all means for you.
By Kate Schubel
State Tax -
Early Tax Refund Options Could Trap Your Cash
Tax Refunds Don’t be fooled into thinking you’re not getting a loan — because you really are.
By Kate Schubel
Tax Refunds