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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The Fall Garden Tax? What to Plant and How to PrepareTax Tips Fall gardening could increase your taxes this season. Here’s what to know while planting in 2025.
By Kate Schubel
Tax Tips -
Ten States With the Highest Sales TaxesState Tax These states have the highest sales tax rates in the U.S., but do they really? Learn what taxes look like before you shop.
By Kate Schubel
State Tax -
Texas Sales Tax-Free Weekend 2025Tax 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 2025Sales 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 KnowTax 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 TaxesState Tax Eliminating the Georgia state income tax: Last-minute summer trend or permanent policy?
By Kate Schubel
State Tax -
Tennessee Tax-Free Weekend 2025Tax 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 FinancesTax Tips The Trump tax bill could help your child with future education and homebuying costs. Here’s how.
By Kate Schubel
Tax Tips -
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 2025Tax 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 -
Key 2025 Tax Changes for Parents in Trump's MegabillTax 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 2025Tax 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 ExemptionEstate 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 2025Tax 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 CanTax 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 EffectTax Credits Under the newly enacted GOP tax bill, the 'solar panel tax credit' is in the hot seat.
By Kate Schubel
Tax Credits -
Big GOP Tax Bill Could Change Your Estate Planning for 2025Tax 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 -
What's Happening With the New Jersey State Budget?State Taxes The latest New Jersey tax laws include a new ‘mansion tax’ and Stay NJ payouts. Here’s what to know.
By Kate Schubel
State Taxes -
2025 SALT Cap Could Hurt Top 'Hidden Home Cost'Tax Deductions The GOP tax bill could make hidden homeowner costs worse for you. Here’s how.
By Kate Schubel
Tax Deductions
