
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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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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The Most Tax-Friendly State for Retirement in 2025: Here It IsRetirement Tax How do you retire ‘tax-free’? This state doesn’t tax retirement income, has a low median property tax bill, and even offers savings on gas. Are you ready for a move?
By Kate Schubel
Retirement Tax -
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 -
Texas Sales Tax-Free Weekend Returns For 2026Tax Holiday Back-to-school shopping in Texas kicks off with the annual sales tax holiday. Here's what's included.
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
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Florida Back-to-School Sales Tax Holiday 2026 Is Back For 1 Month OnlyTax Holiday The tax-free holiday in Florida brings month-long savings on computers, clothing, and other school supplies. Here's where you can save.
By Kate Schubel
Tax Holiday -
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 2026 Returns For More SavingsTax Holiday The Tennessee back-to-school sales tax holiday helps you save on computers, tablets, clothing, and more.
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
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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: What to Know Before You ShopTax Holiday Thanks to a new state law, Alabama families can save more during the back-to-school sales tax-free weekend this year.
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
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‘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 -
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 -
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 -
Retire in the Bahamas With These Three Tax BenefitsRetirement Taxes Retirement in the Bahamas may be worth considering for high-net-worth individuals who hate paying taxes on income and capital gains.
By Kate Schubel
Retirement Taxes -
States That Tax Social Security Benefits in 2025Retirement Taxes Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
By Kate Schubel
Retirement Taxes
