
Kate Schubel
Kate Schubel is a CPA with experience in audit and technology. As a tax writer at Kiplinger.com, Kate believes that tax and finance news should meet people where they are today, across cultural, educational, and disciplinary backgrounds.
Before joining Kiplinger, Kate leveraged her tax and finance knowledge at a CPA firm. She also contributed to the finance department at Girl Scouts, where she worked with her local council to update financial policy and provide accounting support and training on banking best practices. She has also worked for The Walt Disney Company, authored a children’s book, and contributed to local publications.
Her unique interdisciplinary background inspired her to pursue a B.A. in New Media from the University of North Carolina at Asheville and a minor in Accounting and Computer Science. Kate holds a Certified Public Accountant license from the North Carolina State Board of Certified Public Accountants. Kate is most interested in using her skills and experience to convey tax and finance topics to a broader audience.
Latest articles by Kate Schubel
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2025 Standard Deduction Changes Under New Trump Tax Bill
Tax Breaks What is the standard deduction for your filing status in 2025?
By Kate Schubel
Tax Breaks -

The 'Scrooge' Strategy: How to Turn Your Old Junk Into a Tax Deduction
Tax Deductions We break down the IRS rules for non-cash charitable contributions. Plus, here's a handy checklist before you donate to charity this year.
By Kate Schubel
Tax Deductions -

New Jersey ANCHOR Benefit Out Now: When Will You Get Yours?
Tax Relief Where is your NJ ANCHOR rebate? Find out how much the New Jersey property tax benefit is and when you can expect your payment in 2025 and 2026.
By Kate Schubel
Tax Relief -

Tax Refund Alert: House GOP Predicts 'Average' $1,000 Payouts in 2026
Tax Refunds Here's how the IRS tax refund outlook for 2026 is changing and what steps you can take now to prepare.
By Kate Schubel
Tax Refunds -

IRS Income Tax Refund Schedule: When Will Your Refund Arrive?
Tax Refunds Your IRS tax refund may arrive sooner than you think. Here’s a schedule for when you can expect your check or direct deposit.
By Kate Schubel
Tax Refunds -

Are You Middle-Class? Here's the Most Tax-Friendly State for Your Family
Tax Tips We found the state with no income tax, low property tax bills and exemptions on groceries and medicine.
By Kate Schubel
Tax Tips -

The GOP Wants to Auto-Enroll Your Child in a Trump Account for Savings
Tax Law The federal government will soon auto-enroll some children in a tax-advantaged Trump Account for kids.
By Kate Schubel
Tax Law -

When Are Taxes Due in 2026? Tax Deadlines by Month
Tax Deadlines Knowing all the tax deadlines for 2026 can help you avoid costly penalties.
By Kate Schubel
Tax Deadlines -

New 2026 Tax Change Could Mean More for Your IRA and 401(k) Savings
Retirement Savings Here's how the new IRS inflation adjustments will increase the contribution limits for your 401(k) and IRA in the new year.
By Kate Schubel
Retirement Savings -

Downsize in Retirement With 2026 Tax Benefits: 3 Key Strategies
Retirement Taxes Downsizing retirees may benefit from tax savings, lower utility bills, and freed-up income.
By Kate Schubel
Retirement Taxes -

6 Tax Reasons to Convert Your IRA to a Roth (and When You Shouldn't)
Retirement Taxes Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly scenarios.
By Kate Schubel
Retirement Taxes -

Holiday Shopping Tax Tips for Business Owners
Tax Tips Maximize your year-end savings through these key deductions to reduce your 2025 business tax bill.
By Kate Schubel
Tax Tips -

Could Tax Savings Make a 50-Year Mortgage Worth It?
Buying a Home The 50-year mortgage proposal by Trump aims to address the housing affordability crisis with lower monthly mortgage payments. But what does that mean for your taxes?
By Kate Schubel
Buying a Home -

Emergency Tax Bill Ends $6,000 Senior Deduction and Tip, Overtime Tax Breaks in D.C.
Tax Law Here’s how state tax conformity rules could immediately raise your income tax liability.
By Kate Schubel
Tax Law -

3 Ways High-Income Earners Can Maximize Their Charitable Donations in 2025
Tax Deductions New charitable giving tax rules will soon lower your deduction for donations to charity — here’s what you should do now.
By Kate Schubel
Tax Deductions -

IRS Direct File: What You Need to Know for 2025
Tax Filing The Trump administration has ended this free IRS tax filing program. Find out what's happening and what it means for you.
By Kate Schubel
Tax Filing -

Texas Property Tax Relief: How the New Law Cuts School Taxes by 'Almost 50%'
Property Tax Texas residents are getting major relief from property taxes. Here's a breakdown of the property tax cuts for 2025.
By Kate Schubel
Property Tax -

10 Retirement Tax Plan Moves to Make Before December 31
Retirement Taxes Proactively reviewing your health coverage, RMDs and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.
By Kate Schubel
Retirement Taxes -

When to Hire a Tax Pro: The Age Most Americans Switch to a CPA
Tax Tips Taxpayers may outsource their financial stress by a specific age. Find out when you should hire a tax preparer.
By Kate Schubel
Tax Tips -

The Original Property Tax Hack: Avoiding The ‘Window Tax’
Property Taxes Here’s how homeowners can challenge their home assessment and potentially reduce their property taxes — with a little lesson from history.
By Kate Schubel
Property Taxes -

Three Creative Ways to Lower Your Retirement Taxes
Tax Tips You can apply key minimalism concepts for potential tax savings. Here’s how.
By Kate Schubel
Tax Tips -

The Sweet 23: States Where Twix and Kit Kat Avoid the ‘Candy Tax’
State Taxes There’s something spooky this Halloween, and it’s not just the ghouls. Find out if your state’s sales tax takes a bite out of sweet savings.
By Kate Schubel
State Taxes -

Three Critical Tax Changes Could Boost Your Paycheck in 2026
Tax Tips The IRS predicts these tax breaks may change take-home pay in 2026. Will you get over $1,000 in tax savings?
By Kate Schubel
Tax Tips -

The Rubber Duck Rule of Retirement Tax Planning
Retirement Taxes How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think.
By Kate Schubel
Retirement Taxes
