
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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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 Published
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 Published
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 Published
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 Last updated
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 Published
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 Published
Tax Refunds -
First-Time Filing Taxes? Key Tax Tips to Know for 2025
Tax Filing Preparing your IRS taxes for the first time may seem daunting, but here are some return preparation and filing tips to start.
By Kate Schubel Last updated
Tax Filing -
Why You May Owe More Tax Soon on Popular Employee Benefits
Tax Law Workers could foot the tax bill for employer-provided benefits like parking, gyms, and meals.
By Kate Schubel Published
Tax Law -
States with Emergency and Energy Sales Tax Holidays in 2025
Sales Taxes Save on appliances with a state emergency preparedness or energy-efficient tax-free weekend in February.
By Kate Schubel Published
Sales Taxes -
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 -
Best States to Buy Chocolate Candy Tax-Free
State Taxes There’s something spooky this Halloween, and it’s not just the ghouls. Find out if your state’s sales tax takes a bite out of sweet savings.
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 -
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 -
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