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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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 -
IRA and 401(k) Contribution Limit Changes for 2025: What to KnowRetirement Savings IRS inflation adjustments typically mean higher contribution limits for the new year.
By Kate Schubel
Retirement Savings -
Is the IRS Coming for Your Gambling Winnings?Tax Tips The latest tax audit on unreported income points to high-income, high-wealth gamblers. Could
By Kate Schubel
Tax Tips -
Hurricane Helene Aftermath: IRS Tax Relief and How to HelpTax Relief Following the destruction in the southeast U.S., IRS officials and several states have extended tax deadlines for affected taxpayers. Here are the payments and filings that qualify.
By Kate Schubel
Tax Relief -
New Jersey Ends Sales Tax Break for EVs: What to KnowState Tax Discover alternative savings now that New Jersey is phasing out its sales tax exemption on EVs.
By Kate Schubel
State Tax -
Arizona Pickleball Taxes? What You Need to KnowState Tax The popular sport is sparking debate in some communities. Could you be subject to ‘pickleball taxes’?
By Kate Schubel
State Tax -
Sometimes It Pays to 'Blow the Whistle' on IRS Tax EvadersTax Fraud The IRS recently awarded three IRS whistleblowers $74 million. Here's why.
By Kate Schubel
Tax Fraud -
Will EVs Drive the Vote in Election 2024 Swing States?Tax Credits Electric vehicle tax credits have somehow become controversial. So car buyer attitudes in swing states might make a difference.
By Kate Schubel
Tax Credits -
IRS Skirts TikTok Ban to Sniff Out Tax ScammersTax Scams Social media scams caused thousands to file inaccurate returns. What does that have to do with TikTok?
By Kate Schubel
Tax Scams -
IRS Hauls Back $1.3 Billion From High-Income EarnersTax Filing Certain income and wealth levels can trigger an IRS audit. Here's what you need to know.
By Kate Schubel
Tax Filing -
IRS Has No Set Plan to Replace Old TechIRS What could old IRS technology mean for your federal tax return and cybersecurity?
By Kate Schubel
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What Time Does the Mega Millions Draw?Lottery Tax With a high-stakes jackpot, the payout (less some tax) is anyone’s to win.
By Kate Schubel
Lottery Tax -
IRS Back Taxes Scam Call Steals MillionsScams IRS fakes are cheating thousands of people out of “overdue tax debt.” Are you next?
By Kate Schubel
Scams -
IRS: How to Get a 401(k) Match for Your Student Loan PaymentSavings Those with 401(k), 403(b), and other savings plans might get relief through their employer-provided retirement account.
By Kate Schubel
Savings -
Nebraska Finally Has Some Property Tax ReliefState Tax After a two-week special session, lawmakers have approved a bill to provide property tax relief to millions of Nebraskans.
By Kate Schubel
State Tax -
Fun Things to Do in Retirement With Added Tax BenefitsRetirement Taxes What should I do first when I retire? Well, it wouldn’t hurt to save a little on your taxes.
By Kate Schubel
Retirement Taxes -
IRS Restarts Processing of Some ERC Refunds: What to KnowTax Credits Some businesses may receive employee retention tax credit payments as early as September.
By Kate Schubel
Tax Credits -
NY Residents Received Child Tax Credit Checks: Will There Be a 2025 Payout?Tax Credits The Empire State sent millions of dollars last year — find out why and if it applies to your family.
By Kate Schubel
Tax Credits
