
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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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 -
Is Your State Coming For Your Online Sports Bets?State Tax Several states are trying to hike sports betting tax rates in 2025. Here’s how it could affect you.
By Kate Schubel
State Tax -
Summer Backyard Ideas With Added Tax Benefits for 2025Tax Tips Find out how these summer 2025 home projects can help you save on taxes next year.
By Kate Schubel
Tax Tips -
Coverdell ESAs vs. 529 Plans: Which Should You Choose?Savings Accounts These savings accounts can offer tax benefits for school and retirement expenses. Here’s how.
By Kate Schubel
Savings Accounts -
Ten Cheapest Places to Live in TexasProperty 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 -
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 -
1099-K Reporting Changes Proposed for 2025Tax 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 -
Ten Cheapest Places To Live in New YorkProperty 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 TaxTax Tips May the force be with you and your taxes this Star Wars Day 2025.
By Kate Schubel
Tax Tips -
Florida Tax Deadline Extension for 2025: What You Need to KnowTax 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 KnowState 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 TaxesState 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 2025Tax 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 CashState 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 RetireesState 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 KnowScams 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 RetirementRetirement 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 WhyRetirement 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 RecordState 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 TaxesTax 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 KnowState 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 CashTax Refunds Don’t be fooled into thinking you’re not getting a loan — because you really are.
By Kate Schubel
Tax Refunds
