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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New Jersey Tax Guide
State Tax New Jersey state tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact residents.
By Kate Schubel Last updated
State Tax -
Georgia Surplus Tax Refund Checks in 2025? What You Need to Know
State Tax Georgia rebate checks could pay out in 2025. Find out how much and what’s happening with state income tax cuts.
By Kate Schubel Published
State Tax -
You Don’t Want to Retire in Portugal: Here Are Three Tax Reasons Why
Retirement Taxes With the NHR benefit retiring and pension taxes increasing, you might rethink your retirement plans in Portugal.
By Kate Schubel Published
Retirement Taxes -
States With 2025 IRS Tax Deadline Extensions
Tax Deadlines The IRS has extended tax deadlines in several states due to severe storms, fires, hurricanes, and other natural disasters.
By Kate Schubel Last updated
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IRS Income Tax Refund Schedule 2025: When Will Your Refund Arrive?
Tax Refunds Your 2025 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 Last updated
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New Jersey Property Tax Relief Could Break Record
State Tax If Gov. Murphy’s budget is approved, some New Jersey residents may see their state property taxes cut in half.
By Kate Schubel Published
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Five Scary Things the IRS Can Do If You Owe Back Taxes
Tax Law Traveling in 2025? The IRS can take your passport (and house) if you don’t pay your tax bill.
By Kate Schubel Published
Tax Law -
When Are Taxes Due in 2025? Tax Deadlines by Month
Tax Deadlines Knowing all the tax deadlines for 2025 can help you avoid costly penalties.
By Kate Schubel Last updated
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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 Last updated
Income Tax -
Kentucky Has a New 2025 Income Tax Rate: What to Know
State Tax Cuts to Kentucky income taxes come amid a tax refund delay. What it all means for you.
By Kate Schubel Published
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Early Tax Refund Options Could Trap Your Cash
Tax Refunds Don’t be fooled into thinking you’re not getting a loan — because you really are.
By Kate Schubel Published
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First-Time Filing Taxes? Key Tax Tips to Know for 2025
Tax Filing Preparing your IRS taxes for the first time may seem daunting, but here are some return preparation and filing tips to start.
By Kate Schubel Last updated
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How to Apply for New Jersey ‘Senior Freeze’ Property Tax Relief
Tax Relief What you need to know about the New Jersey property tax relief program for older adults over 65.
By Kate Schubel Last updated
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How Do I Apply For New Jersey ANCHOR Benefits?
Tax Relief Find out how to apply for New Jersey property tax relief payments and when you can expect a check or direct deposit.
By Kate Schubel Last updated
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Why You May Owe More Tax Soon on Popular Employee Benefits
Tax Law Workers could foot the tax bill for employer-provided benefits like parking, gyms, and meals.
By Kate Schubel Published
Tax Law -
States with Emergency and Energy Sales Tax Holidays in 2025
Sales Taxes Save on appliances with a state emergency preparedness or energy-efficient tax-free weekend in February.
By Kate Schubel Published
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 Published
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Retire in Costa Rica With These Three Tax Benefits
Retirement 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 Published
Retirement Taxes -
DeSantis 'Second Amendment Summer Tax Holiday' for Florida Turns Heads
Sales 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 Published
Sales Tax -
What's Going on With New Jersey Property Tax Programs?
Property Tax ANCHOR and ‘Senior Freeze’ just got a refresh, and there’s a new program: Stay NJ. Learn how to save on New Jersey property taxes.
By Kate Schubel Published
Property Tax -
States That Won't Tax Your Retirement Income in 2025
Retirement Taxes Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on some incomes.
By Kate Schubel Published
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Best States to Buy Chocolate Candy Tax-Free
State Taxes One of the most popular Valentine's Day gifts may come with sweet sales tax savings. Find out if your state is the best place to buy chocolate hearts.
By Kate Schubel Last updated
State Taxes -
Three Tax Reasons to Retire in Panama in 2025
Retirement 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 Last updated
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Navigating 1099s: A Guide to All 22 IRS Tax Forms to Know
Tax Filing You should receive your 1099 form by February 15. But what happens next?
By Kate Schubel Published
Tax Filing