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 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
State Tax -
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 Published
Tax Refunds -
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
Retirement Taxes -
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
Retirement Taxes -
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 -
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? Be sure to opt in or you could miss out.
By Kate Schubel Last updated
State Tax -
States That Tax Social Security Benefits in 2025
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 -
Downsize in Retirement With 2025 Tax Benefits: Three Key Strategies
Retirement Taxes Downsizing retirees may benefit from tax savings, lower utility bills, and freed-up income. But could a new presidency impact your home sale?
By Kate Schubel Published
Retirement Taxes -
IRS Direct File 2025 Offers A New Way to File Taxes for Free
Tax Filing See if you qualify for this free IRS tax filing program since tax season begins January 27.
By Kate Schubel Last updated
Tax Filing -
The TCJA: What It Is and How Expiration and Proposed Changes Affect Your Taxes
Tax Law How will expiring tax cuts impact your wallet?
By Kate Schubel Last updated
Tax Law -
Pennsylvania Property Tax and Rent Rebate: Will You Get One?
State Tax Pennsylvania homeowners and renters could receive a PA rebate payment for 2024 property taxes. See if you're eligible to receive a check.
By Kate Schubel Last updated
State Tax -
Some States Won’t Participate in IRS Direct File for 2025
Tax Filing You may not be able to use the new IRS tax filing system if your state doesn't allow it. Plus, an incoming Congress could eventually bring an end to the program.
By Kate Schubel Last updated
Tax Filing -
Will You Owe Taxes on Your Recently Forgiven Student Loan?
Loan Forgiveness If you received student debt forgiveness last year, know these key points when filing taxes. Plus — what can you expect from a new president?
By Kate Schubel Last updated
Loan Forgiveness -
Retirement Taxes: How All 50 States Tax Retirees
Retirement Taxes Find out how 2024 income taxes in retirement stack up in all 50 states plus the District of Columbia.
By Kate Schubel Last updated
Retirement Taxes -
Homeowners Rush to Install Solar Panels Before Trump Cuts Tax Credits
Tax Credits With a new incoming presidential administration, is the solar energy tax credit in the hot seat?
By Kate Schubel Last updated
Tax Credits -
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 -
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 -
'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 -
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