
Kelley R. Taylor
Kelley R. Taylor is a senior tax editor who has written for various national publications on topics including education, law, health, finance, and tax. With over two decades of experience as a corporate attorney and business journalist, she has extensively covered recent tax developments and modifications, including the TCJA, ARPA pandemic-era changes, the SECURE 2.0 Act, and clean energy tax credits in the Inflation Reduction Act. Kelley enjoys simplifying complex information to help empower people in their daily lives and work.
Before joining Kiplinger, Kelley wrote for Tax Notes Today Federal where she focused on partnerships, carried interest, and high-net-worth individuals. She also spent time at The Bond Buyer, a New York-based finance publication, where she covered the SEC and municipal bonds. While working as an attorney, Kelley previously covered federal tax for Ernst & Young, a global professional services firm, and specialized in tax developments involving compensation and benefits as well as tax-exempt organizations.
Kelley's writing has been featured on various sites and in numerous publications, including School Library Journal, Chicago Tribune, Yahoo Finance, Richmond Times-Dispatch, INSIGHT into Diversity magazine, Nasdaq, and Principal Leadership magazine. She holds a B.A. in Psychology from William and Mary and a J.D. from Antonin Scalia Law School at George Mason University. Her work has been recognized with two national awards for publication excellence.
Latest articles by Kelley R. Taylor
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The Problem With 401(k) Catch-Up Contributions for 2024
Retirement Plans New rules governing certain 401(k) catch-up contributions are causing confusion and raising concerns.
By Kelley R. Taylor Published
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Virginia Tax-Free Weekend Gone Despite Massive Budget Surplus
Tax Holiday For the first time in years, Virginia shoppers won’t have a back-to-school sales tax holiday in August.
By Kelley R. Taylor Published
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Why the IRS Shouldn't Be Knocking at Your Door
IRS The IRS is changing a longstanding practice that involved collecting tax debts through tens of thousands of unannounced home visits.
By Kelley R. Taylor Published
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Two Reasons to Never Stop Learning About Tax
State Taxes Recent state tax changes that impact your finances for 2023 and beyond are one reason to keep learning about tax.
By Kelley R. Taylor Last updated
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Living Abroad for a While? Shakira Case Shows Taxes Matter — Wherever
Tax News Colombian pop star Shakira is facing a second investigation for alleged tax fraud in Spain in a case that shows how residency and living in another country can affect your tax bill.
By Kelley R. Taylor Published
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Powerball: These States Won't Tax Your Winnings
Lottery Taxes There are some states that won’t take another tax bite out of your Powerball jackpot or Mega Millions winnings.
By Kelley R. Taylor Last updated
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$1.08 Billion Powerball Jackpot Winner Will Get a Big Tax Bill
Lottery Taxes Whenever someone wins Powerball, the federal government gets a chunk of the prize from taxes.
By Kelley R. Taylor Last updated
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IRS Delays IRA RMD Rules Again
Inherited IRAs The IRS is again delaying certain required minimum distribution rules. Here’s what the latest change means for some inherited IRA beneficiaries.
By Kelley R. Taylor Published
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SECURE 2.0 Act Summary: New Retirement Plan Rules to Know
Retirment Plans The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's what you need to know.
By Kelley R. Taylor Last updated
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States Where You’ll Pay Less Income Tax in 2023
Income Tax Many states have lowered personal income tax rates for this year. Do you live in one?
By Kelley R. Taylor Last updated
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Boston Offers Tax Breaks to Convert Offices to Housing
State Tax Can tax incentives boost affordable housing and foot traffic in Boston?
By Kelley R. Taylor Published
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Who’s Named First on Your Income Tax Return?
Tax Returns A new study says the order of names on a joint income tax return can provide insights about the people filing.
By Kelley R. Taylor Published
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South Dakota State Tax Guide
State Tax State tax rates and rules for income, sales, property, fuel, cigarette, and other taxes that impact South Dakota residents.
By Kelley R. Taylor Last updated
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PGA Tour LIV Golf Alliance Sparks Tax Debate, Government Probes
Tax Exempt Status The planned 'merger' between the PGA Tour and Saudi-backed LIV Golf has raised tax concerns in Congress and prompted government investigations.
By Kelley R. Taylor Last updated
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How 3 New Supreme Court Rulings Impact Your Money
Supreme Court New U.S. Supreme Court decisions could directly impact your bank account privacy, student loan payments, home equity, and property taxes. Here’s what you need to know.
By Kelley R. Taylor Published
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Student Loan Forgiveness: What You Need to Know
Student Loans Millions of people with student loans will not receive Biden's student loan forgiveness due to a U.S. Supreme Court ruling.
By Kelley R. Taylor Last updated
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Warning: Watch Out for New IRS Refund Mail Scam
Tax Scams If you receive a cardboard envelope appearing to be from the IRS about an unclaimed tax refund, be cautious. It’s a new scam.
By Kelley R. Taylor Last updated
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July Gas Tax Increase for California, Maryland, and Other States
Gas Tax Gas taxes increased in several states as of July 1. Do you live in or plan to travel to one of them?
By Kelley R. Taylor Published
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Californians Will Get Another IRS Tax Deadline Letter
Tax Deadlines Millions of California residents impacted by severe weather will get a new mailing from the IRS about when their taxes are due.
By Kelley R. Taylor Published
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Controversial Capital Gains Tax Upheld in Washington
The state’s historic long term capital gains tax is projected to bring in $1 billion over the next two years.
By Kelley R. Taylor Last updated
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Is 'Rise of the Pink Ladies' Gone for a Tax-Write Off? Beyond Taxing
Beyond Taxing Column Are canceled shows being removed from streaming platforms like Disney and Paramount+ because of tax write-offs? Some viewers are asking.
By Kelley R. Taylor Published
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Unrealized Gains Supreme Court Case Could Change Wealth Taxes
Supreme Court In a landmark case, the U.S. Supreme Court will decide whether a mandatory tax on unrealized gains violates the Constitution.
By Kelley R. Taylor Published
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Midyear Tax Planning Strategies: What to Do Now
Tax Planning Tax planning is most effective as a year-round strategy. Here’s what you should do now at midyear.
By Kelley R. Taylor Published
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Seattle Weighs Another Washington Capital Gains Tax
State Tax A capital gains tax in Seattle could gain support. Meanwhile, gas prices in Washington state recently rose above California's gas prices.
By Kelley R. Taylor Published