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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'Pickleball Tax' Battle Heads to Court
State Tax The pickleball controversy continues as a nonprofit organization takes legal action against “illegal” taxes.
By Kate Schubel Published
State Tax -
IRS Free File Is Now Open for 2025: Are Your Taxes Eligible?
Tax Filing Official tax season doesn't begin until late January, but taxpayers can start filing free online returns now.
By Kate Schubel Last updated
Tax Filing -
Maryland Property Tax Assessment: What It Means for You
State Tax Amid a growing deficit, Maryland property values are rising. Here’s more of what to know.
By Kate Schubel Last updated
State Tax -
1099-K Reporting Change for the 2025 Tax Season
Tax Return An IRS 1099-K threshold change will impact millions of tax bills this filing season.
By Kate Schubel Published
Tax Return -
Arizona Rental Tax Repeal in 2025: What You Need to Know
State Tax Renters in Arizona may be in for savings on taxes. But is it enough to help the housing shortage?
By Kate Schubel Published
State Tax -
New Year Brings New Jersey Gas Tax Increase: What to Know
State Tax As congestion taxes heat up between states, New Jersey commuters will pay more at the pump in 2025.
By Kate Schubel Last updated
State Tax -
Should Rent Be Part of Your Retirement Plans?
Retirement Taxes Retiree renters may qualify for potential tax savings. Are you considering a move?
By Kate Schubel Last updated
Retirement Taxes -
The TCJA May Help Nonprofits Next Year: Here’s Why
Tax Law A potential TCJA extension could help nonprofits. But is it enough to keep up with inflation?
By Kate Schubel Published
Tax Law -
States That Tax Social Security Benefits in 2024
Retirement Taxes Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
By Kate Schubel Last updated
Retirement Taxes -
What Is the Tax Cuts and Jobs Act (TCJA)?
Tax Law Everything you need to know about the TCJA and key tax credits and deductions currently set to expire at the end of 2025.
By Kate Schubel Last updated
Tax Law -
What Is a Qualified Charitable Distribution (QCD)?
Tax Breaks A QCD can lower your tax bill while meeting your charitable giving goals in retirement. Here’s how.
By Kate Schubel Published
Tax Breaks -
When Are New Jersey ANCHOR Benefit Checks Going Out?
Tax Relief December through March, NJ is sending millions as part of its property tax relief program. Don't miss the extended deadline to apply.
By Kate Schubel Last updated
Tax Relief -
On the Naughty List: Holiday Tax Scams to Look Out For
Tax Tips The IRS says scammers are on the prowl for your financial information. Know the signs so you don't fall victim.
By Kate Schubel Last updated
Tax Tips -
Retirement Abroad? Three Countries Without Inheritance Tax
Retirement Taxes These 2025 top-retiree-friendly countries have an added benefit: potential tax savings for you and your heirs.
By Kate Schubel Last updated
Retirement Taxes -
Nevada Diaper Tax Goes Away January 1: What You Need to Know
Tax Relief Nevada voters have expanded sales tax relief to diapers. But are prices still too high?
By Kate Schubel Last updated
Tax Relief -
Are You a Renter? You Could Save on Taxes
Tax Breaks With these tax savings at your fingertips, rent may be more affordable
By Kate Schubel Last updated
Tax Breaks -
Holiday Office Party Taxes: Know Before You Go
Tax Tips The IRS could tax your gifts from Christmas raffles, Secret Santa, and White Elephant. Here’s how.
By Kate Schubel Last updated
Tax Tips -
New Mexico Small Business Saturday Tax Holiday 2024
Tax Holiday Here's how you can save on taxes during New Mexico’s Small Business Saturday.
By Kate Schubel Last updated
Tax Holiday -
Holiday Shopping Tax Tips for Business Owners
Tax Deductions Before hitting the sales, businesses should know these key deductions and look out for overspending.
By Kate Schubel Last updated
Tax Deductions -
Tax Credit vs. Tax Deduction: What’s the Difference?
Tax Breaks Your guide to tax deductions and credits, how the IRS treats them differently, and how they impact your tax bill.
By Kate Schubel Published
Tax Breaks -
Voters Approve New Veteran Property Tax Relief
Tax Relief Thanks to the election, some Veterans will soon see expanded property tax exemptions.
By Kate Schubel Last updated
Tax Relief -
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 -
Florida Tax Deadline Extension: What You Need to Know
Tax Relief The IRS extended federal tax return file time due to severe storms.
By Kate Schubel Published
Tax Relief -
Will the Election Impact the EV Tax Credit?
Tax Credits It’s no secret electric vehicles have become a bit of a political issue. But what does that mean for your EV tax break?
By Kate Schubel Last updated
Tax Credits