
Kelley R. Taylor
As the senior tax editor at Kiplinger.com, Kelley R. Taylor simplifies complex federal and state tax rules, news, and policy developments so that readers can make confident, informed decisions. She brings more than two decades of experience at the intersection of education, law, finance, and tax, drawing on her background as both a corporate attorney and a business journalist.
Kelley previously wrote for Tax Notes Today, a Tax Analysts publication, where she covered sophisticated tax issues involving partnerships, carried interest, and high‑net‑worth individuals. Earlier in her career as an attorney at the global professional services firm Ernst & Young (EY), she focused on tax developments related to compensation and benefits as well as tax‑exempt organizations, experience that now informs her practical, real‑world approach to tax coverage.
Kelley has helped taxpayers make sense of shifting U.S. tax law and policy from the Affordable Care Act (ACA) and the Tax Cuts and Jobs Act (TCJA) to SECURE 2.0, the Inflation Reduction Act, and most recently, the 2025 “Big, Beautiful Bill.”
Kelley's writing has been featured on numerous sites and in national and specialty publications, including School Library Journal, Chicago Tribune, Yahoo Finance, CPA Practice Advisor, MSN, Nasdaq, and more. She holds a B.A. from William and Mary and a J.D. from George Mason University School of Law, and her work has been recognized with two national awards for publication excellence.
Latest articles by Kelley R. Taylor
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Should You Withhold Tax From Social Security Benefits?Social Security Having taxes withheld from Social Security benefits can help retirees avoid a surprise when tax season arrives.
By Kelley R. Taylor
Social Security -
Arizona Tax GuideState Tax Explore Arizona's state tax rates for income, sales, property, retirement, and more. Learn how Arizona compares nationwide.
By Kelley R. Taylor
State Tax -
Ways to File Taxes for Free This Year Before the April DeadlineFree Filing Tax season is about to begin, and if you’re looking to save money, there are several ways to file your taxes for free.
By Kelley R. Taylor
Free Filing -
Are Trump $2,000 Stimulus Payments Coming in 2026? What to Know NowTax Policy A promise of $2,000 tariff dividend checks is raising questions and fueling confusion.
By Kelley R. Taylor
Tax Policy -
Not Ready to File Taxes? 8 Things to Do Now to PrepareFiling Taxes Now is a good time to review your financial situation and prepare to file your 2025 federal income tax return.
By Kelley R. Taylor
Filing Taxes -
5 Types of Gifts the IRS Won't Tax: Even If They're BigGift Tax Several categories of gifts don't count toward annual gift tax limits. Here's what you need to know.
By Kelley R. Taylor
Gift Tax -
Wyoming Tax GuideState Tax Explore Wyoming's state tax rates for income, sales, property, retirement, and more. Learn how Wyoming compares nationwide.
By Kelley R. Taylor
State Tax -
Capital Gains Tax Quiz: How Well Do You Really Know IRS Investment Tax Rules?Quiz Take our capital gains tax quiz to test your investment taxes knowledge. Learn about loss rules, holding periods, and tax incentives that could impact your savings.
By Kelley R. Taylor
Quiz -
2025 Tax Deduction Changes for Those Age 65 and OlderTax Changes Adjustments to the extra standard deduction can impact the tax bills of millions of older adults.
By Kelley R. Taylor
Tax Changes -
Social Security Benefits Quiz : Do You Know the IRS Tax Rules?Quiz Social Security benefits often come with confusing IRS tax rules that can trip up financially savvy retirees and near-retirees.
By Kelley R. Taylor
Quiz -
Is a New $25,000 Health Care Tax Deduction Coming in 2026?Tax Policy A proposal from GOP Sen. Josh Hawley adds to the chatter about health care affordability.
By Kelley R. Taylor
Tax Policy -
Costco Sues Over Trump Tariffs: What Could That Mean for Prices in 2026?Tariffs The retailer is making headlines not just for its famous hot dog and gold bars but for suing the Trump administration over tariffs.
By Kelley R. Taylor
Tariffs -
Turkey, Tariffs and Grocery Taxes? The Real Cost of Thanksgiving Dinner 2025Food Taxes For some who celebrate, Thanksgiving can mean a full table, family and a sense of gratitude. But in this year, it also means a focus on the bottom line.
By Kelley R. Taylor
Food Taxes -
Another State Bans Capital Gains Taxes: Will More Follow in 2026?Capital Gains A constitutional amendment blocking future taxes on realized and unrealized capital could raise interesting questions for other states.
By Kelley R. Taylor
Capital Gains -
New RMD Rules: Can You Pass This Retirement Distributions Tax Quiz?Quiz Take our RMD quiz to test your retirement tax knowledge. Learn about RMD rules, IRS deadlines, and tax penalties that could shrink your savings.
By Kelley R. Taylor
Quiz -
New SECURE 2.0 Super 401(k) Catch-Up Contribution for Ages 60-63Retirement Savings SECURE 2.0 changes will allow older workers to increase their retirement savings. Here's what you need to know.
By Kelley R. Taylor
Retirement Savings -
An HSA Sounds Great for Taxes: Here’s Why It Might Not Be Right for YouHealth Savings Even with the promise of ‘triple tax benefits,’ a health savings account might not be the best health plan option for everyone.
By Kelley R. Taylor
Health Savings -
Required Minimum Distributions (RMDs): Rules, Deadlines, and SECURE 2.0 ChangesRMDs Here are some basics to know about RMDs and how these distributions can impact your taxes.
By Kelley R. Taylor
RMDs -
Tax Breaks for Veterans: Retirement Pay, Disability and State Tax Exemptions to KnowVeterans Veterans may be eligible for certain federal and state tax benefits.
By Kelley R. Taylor
Veterans -
Trump Tariffs and the Supreme Court: Three Things to Know NowTax Law The outcome of this legal battle about tariffs will hit your wallet in one way or another.
By Kelley R. Taylor
Tax Law -
Do You Stop Paying Taxes on Social Security at a Certain Age?Social Security There’s some confusion over whether you can escape taxes on Social Security benefits based on age.
By Kelley R. Taylor
Social Security -
Social Security Tax Limit Rises Again: Who Pays More in 2026?Payroll Taxes The Social Security Administration has announced significant changes affecting millions as we approach a new year.
By Kelley R. Taylor
Payroll Taxes -
2025 Virginia Tax Rebate Checks: What to KnowTax Rebates Given a historic 2025 gubernatorial race, tax policy will remain a key issue for Virginians, while the current governor announces rebates.
By Kelley R. Taylor
Tax Rebates -
New 2026 Income Tax Brackets Are Set: Has Your Marginal Rate Changed?Income Tax The IRS has adjusted federal income tax bracket ranges for the 2026 tax year to account for inflation. Here's what you need to know.
By Kelley R. Taylor
Income Tax
