
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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Don't Miss Your Colorado TABOR Refund When Filing Taxes
State Tax Are you receiving a TABOR refund with your 2024 Colorado state income tax return? Find out how the recent TABOR news might impact you.
By Kate Schubel Last updated
State Tax -
Could Your State End Tax on Overtime This Year?
State Taxes Key states are considering ending taxes on overtime — find out if yours makes the cut.
By Kate Schubel Published
State Taxes -
How Caregivers for Adults Can Save on Taxes in 2025
Tax Breaks Caring for your parent or spouse can be stressful, but the IRS offers tax breaks for qualifying taxpayers. Here they are.
By Kate Schubel Published
Tax Breaks -
New South Carolina Income Tax Cut Might Eat Your Cash
State Taxes South Carolina’s flat income tax bill could have the majority of residents paying higher income taxes. Find out how.
By Kate Schubel Published
State Taxes -
States with the Highest Income Tax Rates for Retirees
State Tax You may reconsider living and retiring in one of these states due to high taxes.
By Kate Schubel Last updated
State Tax -
AI Tax Scams Target Middle and Older Adults: What to Know
Scams Whether you’re a retiree or Gen Z, scammers can gouge big financial losses with the help of artificial intelligence.
By Kate Schubel Published
Scams -
Will Your State End Tax on Tips This Year?
State Tax While President Trump spearheads federal talk on tips, several key states are considering ending taxes on tip income.
By Kate Schubel Published
State Tax -
Tax-Deductible Home Improvements for Retirement in 2025
Retirement Taxes Your aging-in-place plan could benefit from the medical expense tax deduction. But watch out for capital gains and property taxes.
By Kate Schubel Published
Retirement Taxes -
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
Tax Deadlines -
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
Tax Refunds -
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
State Tax -
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
Tax Deadlines -
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
State Tax -
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
Tax Refunds -
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
Tax Filing -
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
Tax Relief -
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
Tax Relief -
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