
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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What’s the New 2026 Estate Tax Exemption Amount?
Estate Tax The IRS just increased the exemption as we enter into a promising tax year for estates and inheritances.
By Kate Schubel Published
Estate Tax -
Child Tax Credit, EITC, & More: Three IRS Tax Breaks Getting Bigger Soon
Tax Credits Key family tax breaks are higher for 2026, including the Earned Income Tax Credit and the Adoption Credit. Here's what they're worth.
By Kate Schubel Last updated
Tax Credits -
Claiming the Standard Deduction? Here Are Five Tax Breaks for Retirement in 2025
Tax Tips If you’re retired and filing taxes, these five tax credits and deductions could provide thousands in relief (if you qualify).
By Kate Schubel Last updated
Tax Tips -
Standard Deduction 2026 Amounts Are Here
Tax Breaks What is the standard deduction for your filing status in 2026?
By Kate Schubel Published
Tax Breaks -
Six Tax Deadlines for October 15 You Don't Want to Miss
Tax Deadlines You might know about the federal tax return extension deadline, but did you know about these other tax deadlines for Oct. 15?
By Kate Schubel Last updated
Tax Deadlines -
Ohio Property Tax Shock: Why Your New Assessment Is So High (And What Comes Next)
State Taxes Higher home valuations in Ohio have led to homeowner property tax relief. But is it enough?
By Kate Schubel Published
State Taxes -
IRS Income Tax Refund Schedule 2025: When Will Your Refund Arrive?
Tax Refunds Where is your IRS tax refund? Well, it may be arriving sooner than you think.
By Kate Schubel Last updated
Tax Refunds -
Three Popular Tax Breaks Are Gone for Good in 2026
Tax Breaks Here's a list of federal tax deductions and credits that you can't claim in the 2026 tax year. High-income earners could also get hit by a 'surprise' tax bill.
By Kate Schubel Last updated
Tax Breaks -
Florida Residents Could Soon Get Property Tax Relief
Property Tax The push for a solution to end high property taxes could lead to significant tax cuts in the Sunshine State next year.
By Kate Schubel Published
Property Tax -
IRS Phasing Out Paper Checks: What Happens After September 30?
Tax Changes Avoid delays when IRS tax refunds and Social Security paper checks are cut off. Here’s what to know.
By Kate Schubel Last updated
Tax Changes -
About 40% of Heirs Say They Can’t Afford an Inherited Home
Estate Planning The ‘Great Wealth Transfer’ may not help with high property taxes, soaring homeownership costs, and liquidity issues in 2025.
By Kate Schubel Published
Estate Planning -
Property Tax Relief in Texas: What to Know for 2025
Property Tax Texas residents could get major relief from property taxes in 2025, pending voter approval. Here's a breakdown of the tax cuts.
By Kate Schubel Last updated
Property Tax -
New York Inflation Refund Checks Are Coming Soon: What to Know Now
Tax Relief Inflation relief checks are on the way for over 8 million New York taxpayers. Here's a full breakdown of who gets a payment and when you may expect yours.
By Kate Schubel Last updated
Tax Relief -
New Jersey ANCHOR Rebates Out Now: What to Know
Tax Relief Find out how to check your ANCHOR rebate status — or apply for New Jersey property tax relief before it's too late.
By Kate Schubel Last updated
Tax Relief -
Is High-Yield Savings Account Interest Taxable?
Savings Accounts Think a high-yield savings account is a good idea? Don’t forget taxes on savings account interest.
By Kate Schubel Last updated
Savings Accounts -
The Most Tax-Friendly States for Investing in 2025 (Hint: There Are Two)
State Taxes Living in one of these places could lower your 2025 investment taxes — especially if you invest in real estate.
By Kate Schubel Last updated
State Taxes -
The GOP Wants to Auto-Enroll Your Child in a Trump Account for Savings
Tax Law The federal government will soon auto-enroll your kid in a tax-advantaged Trump Account under the One Big Beautiful Bill
By Kate Schubel Last updated
Tax Law -
The Final Countdown for Retirees with Investment Income
Retirement Tax Don’t assume Social Security withholding is enough. Some retirement income may require a quarterly estimated tax payment by the September 15 deadline.
By Kate Schubel Published
Retirement Tax -
IRS Direct File 2025: What You Need to Know
Tax Filing The GOP is considering ending this free IRS tax filing program. Find out what's happening and what it means for you.
By Kate Schubel Last updated
Tax Filing -
21 Last-Minute Gifts for Grandparents Day 2025 to Give Right Now
Holiday Tips Last-minute gifting is never easy. But here are some ideas to celebrate Grandparents Day.
By Kate Schubel Published
Holiday Tips -
Claiming the Standard Deduction? Here Are 10 Tax Breaks For Middle-Class Families in 2025
Tax Breaks Working middle-income Americans won’t need to itemize to claim these tax deductions and credits — if you qualify.
By Kate Schubel Last updated
Tax Breaks -
Pennsylvania Property Tax Rebate Could Give You $1,500: Don't Miss the Deadline
Property Tax Property tax relief payments are rolling out to eligible Pennsylvania homeowners and renters. Do you know how to check your rebate status?
By Kate Schubel Last updated
Property Tax -
Another State Rebels Against Trump’s New 2025 Tax Law: What Now?
State Taxes Even if states adopt tax policies in the so-called ‘big beautiful bill,’ lawmakers may have workarounds at their fingertips.
By Kate Schubel Published
State Taxes -
Will You Get a ‘Surprise’ Tax Bill on Your Social Security Benefits in Retirement?
Retirement Taxes Social Security benefit payments might land you in hot water when filing 2025 taxes — here are three reasons why.
By Kate Schubel Published
Retirement Taxes