Kaitlyn Walsh

Kaitlyn Walsh, a wealth advisor and equity analyst, dives into the complexities of employee stock options. She clarifies that owning options doesn't equate to owning shares, creating a common misconception. Kaitlyn discusses the importance of understanding fair market value and how strike prices work. She highlights common mistakes made around vesting and exercising options, and warns of unexpected tax implications. Additionally, she emphasizes the necessity of meticulous record-keeping to avoid costly errors down the line.