
Kate Schubel
Kate Schubel, CPA, is a tax writer for Kiplinger.com who specializes in demystifying retirement planning, state-level taxation, and affordable living.
As a published children's book author and former local journalist, Kate recognizes that while the tax code is rigid, the way we tell its story doesn't have to be. She leverages this unique narrative background to translate technical compliance into actionable strategies that meet readers where they are, regardless of their financial expertise.
Before joining Kiplinger, Kate built a versatile career spanning audit, technology, and accounting. Her professional journey includes tenure at The Walt Disney Company, a position at a CPA firm, and a role in the finance department of the local Girl Scouts council, where she modernized banking practices and financial policies.
By bridging the gap between new media and accounting, Kate proves that financial news can be both technically rigorous and engagingly accessible. She holds a B.A. in New Media from the University of North Carolina at Asheville, with minors in Accounting and Computer Science, and a license as a Certified Public Accountant through the North Carolina State Board of CPA Examiners.
Latest articles by Kate Schubel
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IRS Direct File: What You Need to Know for 2025Tax Filing The Trump administration has ended this free IRS tax filing program. Find out what's happening and what it means for you.
By Kate Schubel
Tax Filing -
Texas Property Tax Relief: How the New Law Cuts School Taxes by 'Almost 50%'Property Tax Texas residents are getting major relief from property taxes. Here's a breakdown of the property tax cuts for 2025.
By Kate Schubel
Property Tax -
When to Hire a Tax Pro: The Age Most Americans Switch to a CPATax Tips Taxpayers may outsource their financial stress by a specific age. Find out when you should hire a tax preparer.
By Kate Schubel
Tax Tips -
The Original Property Tax Hack: Avoiding The ‘Window Tax’Property Taxes Here’s how homeowners can challenge their home assessment and potentially reduce their property taxes — with a little lesson from history.
By Kate Schubel
Property Taxes -
Three Creative Ways to Lower Your Retirement TaxesTax Tips You can apply key minimalism concepts for potential tax savings. Here’s how.
By Kate Schubel
Tax Tips -
Three Critical Tax Changes Could Boost Your Paycheck in 2026Tax Tips The IRS predicts these tax breaks may change take-home pay in 2026. Will you get over $1,000 in tax savings?
By Kate Schubel
Tax Tips -
The Rubber Duck Rule of Retirement Tax PlanningRetirement Taxes How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think.
By Kate Schubel
Retirement Taxes -
RMDs, Roth, and SS: Test Your Knowledge of Retirement Tax RulesQuiz Don't let the IRS catch you off guard. Take our quiz to reveal common retirement tax rules that could save (or cost) you thousands.
By Kate Schubel
Quiz -
Claiming the Standard Deduction? Here Are Five Tax Breaks for Retirement in 2025Tax Tips If you’re retired and filing taxes, these five tax credits and deductions could provide thousands in relief (if you qualify).
By Kate Schubel
Tax Tips -
Standard Deduction 2026 Amounts Are HereTax Breaks What is the standard deduction for your filing status in 2026?
By Kate Schubel
Tax Breaks -
Six Tax Deadlines for October 15 You Don't Want to MissTax Deadlines You might know about the federal tax return extension deadline, but did you know about these other tax deadlines for Oct. 15?
By Kate Schubel
Tax Deadlines -
Ohio Property Tax Shock: Why Your New Assessment Is So High (And What Comes Next)State Taxes Higher home valuations in Ohio have led to homeowner property tax relief. But is it enough?
By Kate Schubel
State Taxes -
Florida Residents Could Soon Get Property Tax ReliefProperty Tax The push for a solution to end high property taxes could lead to significant tax cuts in the Sunshine State next year.
By Kate Schubel
Property Tax -
About 40% of Heirs Say They Can’t Afford an Inherited HomeEstate Planning The ‘Great Wealth Transfer’ may not help with high property taxes, soaring homeownership costs, and liquidity issues in 2025.
By Kate Schubel
Estate Planning -
New York Inflation Refund Checks Are Coming Soon: What to Know NowTax Relief Inflation relief checks are on the way for over 8 million New York taxpayers. Here's a full breakdown of who gets a payment and when you may expect yours.
By Kate Schubel
Tax Relief -
The Most Tax-Friendly States for Investing in 2025 (Hint: There Are Two)State Taxes Living in one of these places could lower your 2025 investment taxes — especially if you invest in real estate.
By Kate Schubel
State Taxes -
The Final Countdown for Retirees with Investment IncomeRetirement Tax Don’t assume Social Security withholding is enough. Some retirement income may require a quarterly estimated tax payment by the September 15 deadline.
By Kate Schubel
Retirement Tax -
21 Last-Minute Gifts for Grandparents Day 2025 to Give Right NowHoliday Tips Last-minute gifting is never easy. But here are some ideas to celebrate Grandparents Day.
By Kate Schubel
Holiday Tips -
Claiming the Standard Deduction? Here Are 10 Tax Breaks For Middle-Class FamiliesTax Breaks Working middle-income Americans won’t need to itemize to claim these tax deductions and credits — if you qualify.
By Kate Schubel
Tax Breaks -
Pennsylvania Property Tax Rebate Could Give You $1,500: Don't Miss the DeadlineProperty Tax Property tax relief payments are rolling out to eligible Pennsylvania homeowners and renters. Do you know how to check your rebate status?
By Kate Schubel
Property Tax -
Another State Rebels Against Trump’s New 2025 Tax Law: What Now?State Taxes Even if states adopt tax policies in the so-called ‘big beautiful bill,’ lawmakers may have workarounds at their fingertips.
By Kate Schubel
State Taxes -
Will You Get a ‘Surprise’ Tax Bill on Your Social Security Benefits in Retirement?Retirement Taxes Social Security benefit payments might land you in hot water when filing 2025 taxes — here are three reasons why.
By Kate Schubel
Retirement Taxes -
Ten Cheapest Places to Live in TennesseeProperty Tax Moving to Tennessee might be within your reach. Homeowners in these counties pay some of the lowest property tax bills in the state.
By Kate Schubel
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
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