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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Why You May Owe More Tax Soon on Popular Employee BenefitsTax Law Workers could foot the tax bill for employer-provided benefits like parking, gyms, and meals.
By Kate Schubel
Tax Law -
States with Emergency and Energy Sales Tax Holidays in 2025Sales Taxes Save on appliances with a state emergency preparedness or energy-efficient tax-free weekend in February.
By Kate Schubel
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
State Tax -
Retire in Costa Rica With These Three Tax BenefitsRetirement 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
Retirement Taxes -
DeSantis 'Second Amendment Summer Tax Holiday' for Florida Turns HeadsSales 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
Sales Tax -
Three Tax Reasons to Retire in Panama in 2025Retirement 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
Retirement Taxes -
Navigating 1099s: A Guide to All 22 IRS Tax Forms to KnowTax Filing You should receive your 1099 form by February 15. But what happens next?
By Kate Schubel
Tax Filing -
Some States Won’t Participate in IRS Direct File for 2025Tax 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
Tax Filing -
Maryland Property Tax Assessment: What It Means for YouState Tax Amid a growing deficit, Maryland property values are rising. Here’s more of what to know.
By Kate Schubel
State Tax -
'Pickleball Tax' Battle Heads to CourtState Tax The pickleball controversy continues as a nonprofit organization takes legal action against “illegal” taxes.
By Kate Schubel
State Tax -
Arizona Rental Tax Repeal in 2025: What You Need to KnowState Tax Renters in Arizona may be in for savings on taxes. But is it enough to help the housing shortage?
By Kate Schubel
State Tax -
New Year Brings New Jersey Gas Tax Increase: What to KnowState Tax As congestion taxes heat up between states, New Jersey commuters will pay more at the pump in 2025.
By Kate Schubel
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
Retirement Taxes -
The TCJA May Help Nonprofits Next Year: Here’s WhyTax Law A potential TCJA extension could help nonprofits. But is it enough to keep up with inflation?
By Kate Schubel
Tax Law -
On the Naughty List: Holiday Tax Scams to Look Out ForTax Tips The IRS says scammers are on the prowl for your financial information. Know the signs so you don't fall victim.
By Kate Schubel
Tax Tips -
Retirement Abroad? Three Countries Without Inheritance TaxRetirement Taxes These 2025 top-retiree-friendly countries have an added benefit: potential tax savings for you and your heirs.
By Kate Schubel
Retirement Taxes -
Nevada Diaper Tax Goes Away January 1: What You Need to KnowTax Relief Nevada voters have expanded sales tax relief to diapers. But are prices still too high?
By Kate Schubel
Tax Relief -
Are You a Renter? You Could Save on TaxesTax Breaks With these tax savings at your fingertips, rent may be more affordable
By Kate Schubel
Tax Breaks -
Holiday Office Party Taxes: Know Before You GoTax Tips The IRS could tax your gifts from Christmas raffles, Secret Santa, and White Elephant. Here’s how.
By Kate Schubel
Tax Tips -
New Mexico Small Business Saturday Tax Holiday 2024Tax Holiday Here's how you can save on taxes during New Mexico’s Small Business Saturday.
By Kate Schubel
Tax Holiday -
Tax Credit vs. Tax Deduction: What’s the Difference?Tax Breaks Your guide to tax deductions and credits, how the IRS treats them differently, and how they impact your tax bill.
By Kate Schubel
Tax Breaks -
Voters Approve New Veteran Property Tax ReliefTax Relief Thanks to the election, some Veterans will soon see expanded property tax exemptions.
By Kate Schubel
Tax Relief -
Will the Election Impact the EV Tax Credit?Tax Credits It’s no secret electric vehicles have become a bit of a political issue. But what does that mean for your EV tax break?
By Kate Schubel
Tax Credits -
U.S. Treasury's AI is Catching Tax Cheats and Saving BillionsTax Filing Artificial intelligence is helping the Treasury Department reclaim billions in tax funds. Find out what this could mean for you.
By Kate Schubel
Tax Filing
